Countries Versus Industries in Emerging Markets: A Normative Portfolio Approach

Javier Estrada; Mark Kritzman; Sébastien Page

doi:10.3905/joi.2006.669090

Countries Versus Industries in Emerging Markets

A Normative Portfolio Approach

Javier Estrada, Mark Kritzman and Sébastien Page

The Journal of Investing Winter 2006, 15 (4) 19-28; DOI: https://doi.org/10.3905/joi.2006.669090

Javier Estrada

A professor of finance at the IESE Business School in Barcelona and the editor-in-chief of .

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For correspondence: jestrada@iese.edu

Mark Kritzman

President and CEO of Windham Capital Management LLC and a senior partner of State Street Associates in Cambridge, MA.

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For correspondence: mkritzman@windhamcapital.com

Sébastien Page

Managing director at State Street Associates in Cambridge, MA.

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For correspondence: spage@statestreet.com

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Countries Versus Industries in Emerging Markets

Javier Estrada, Mark Kritzman, Sébastien Page

The Journal of Investing Nov 2006, 15 (4) 19-28; DOI: 10.3905/joi.2006.669090

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Countries Versus Industries in Emerging Markets

Javier Estrada, Mark Kritzman, Sébastien Page

The Journal of Investing Nov 2006, 15 (4) 19-28; DOI: 10.3905/joi.2006.669090

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A Normative Portfolio Approach

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