-- Cannot at look emerging markets in isolation. Whatever happened in the U.S. and Europe had a big impact on emerging markets. The situation in Europe was quite serious.
-- In 2013: High inflation combined with high unemployment in some of the emerging markets are area of concern.
-- "The world is big... but people are essentially not that different. By getting insight into the motivations of managements, of owners, of companies, we can then join with them and grow together."
Credit and Source: Franklin Templeton
Here is the video: