Спасибо великому и могучему ВВП!
http://www.journaloffinance.in/?p=2111
plenty of money managers and economists, however, the Russo euphoria is all but gone. From Nouriel Roubini to Morgan Stanley, they are calling either for Russia to be ousted from the BRICs altogether in favor of Indonesia or, at the least, for Indonesia to join the other four.
They are put off by the policymaking drift in the Kremlin, Russia’s demographic atrophy, and endemic corruption. Indonesia’s fiscal prudence, economic growth – 6 percent this year, according to the International Monetary Fund – and strengthening social and political institutions have far more appeal.
“Russia is just not a good place to put your money,” says Richard Shaw, managing principal of QVM Group, a South Glastonbury (Conn.) investment advisory. Shaw says he avoids putting clients in Russian stocks and funds, and steers clear of BRIC-linked investments because of their Russia exposure. He would rather own Indonesian exchange-traded funds: “While Indonesia isn’t a paragon of virtue, its better, especially to participate in the Asian boom.”
Although some investors want BIIC to replace BRIC, Shaw votes for BICI (pronounced BEE-chee): “It’s catchy—kind of sounds like an Italian purse.”
Indonesia, the world’s fourth-most-populous country and largest Muslim democracy, has corruption, too. In part, that’s a legacy of the Suharto dictatorship that ended in 1998. Yet Tom Lydon, president of Global Trends Investments, says the Asian nation has more going for it than Russia. “Beyond natural resources, it is supported by improving domestic consumption, and anticorruption efforts appear to be working.” Indonesia has sentenced several politicians and former ministers for corruption.
