There are plenty of reasons to be cautious about emerging economies.
Emerging Markets Fund Inflows Break Records in 2009
Investors have plowed a record amount of cash into emerging markets mutual funds. The reasons why are obvious.
Wal-Mart: Emerging Markets Investing Guru
I caught this in Barron’s today and thought it was a remarkably interesting story. Apparently, Wal-Mart (WMT) has a knack for picking emerging markets to open up shop in, as said markets tend to outperform countries that Wal-Mart skips. From Foreign Policy Magazine: When India’s first Wal-Mart opened this summer in Amritsar, the response was…
Risk and Reward in Emerging Markets
In discussions with clients and prospective clients, one question routinely comes up, regardless of market conditions: “How much emerging markets should I have?” or some variation. I thought this article by Gregory Zuckerman from the Wall Street Journal this morning did a good job of summarizing where these markets are performance-wise and how they stack…