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Companies that are in the emerging markets, or U.S. domestic companies that export to emerging markets, are doing well, since emerging economies are doing well. But for companies whose primary customer is the U.S. consumer, business is slow. James Trebilcock, chief marketing officer for Dr. Pepper Snapple Group, says “cash at home is tight, and people are Continue reading Emerging Markets vs. Domestic Companies: At Home Cash is Tight, Being Used to Pay Down Debt, Not Spending Emerging markets are decoupling from developed countries due to their higher rates of growth and lack of exposure to debt. Robert von Rekowsky manages the Fidelity Emerging Markets Fund and discusses his perspectives about the decoupling that is taking place. Mr. Rekowsky: Ten years ago, the economies of the developing world were closely tied to the developed world. Continue reading Emerging Markets: Decoupling Creating an Investment Opportunity The availability of money to spend, global growth, especially in emerging markets, and greed, all help to explain why equities can be expected to be a great investment going forward. Zachary Karabell, president of River Twice Research and the author, most recently, of “Superfusion: How China and America Became One Economy”, helps us to understand, in Continue reading Wealth and Equities: Cash and Global Growth to Propel Stocks Will big government bring us prosperity? How big we decide to have our government – now 25 percent of GDP - will impact our prosperity – our ability to build wealth from domestic companies (we can always tap growth in emerging markets), the tax bill to pay for transfer payments to others, the regulation that affects Continue reading Will Big Government Give us Prosperity? Federal Spending is 25% of GDP We believe that investors should be heavily invested in emerging markets (see Prosperity Concierge’s long-term investment recommendations at Prosperity Trek III). Investment advisory firm GMO made these observations in their 4th Quarter 2009 Quarterly Update: We are “rationally exuberant” when it comes to emerging market equities over the long term. One of the key drivers of our Continue reading A Case for Emerging Markets Prosperity Concierge believes that investors should be heavily invested in emerging markets and commodity currencies. See Prosperity Concierge’s long-term investment asset allocation recommendation in Trek III at Prosperity Trek. Nouriel Roubini, the New York University professor who predicted the credit crisis, expects the dollar to weaken against Asian and “commodity” currencies such as the Brazilian real over Continue reading Emerging Markets and Commodity Currencies – Roubini Predicts Dollar Drop As we have done during almost all of 2009 we continue to recommend a very strong allocation to the emerging markets asset class. In late 2009 we removed the emphasis on Asia. We continue to recommend a concentration on the Brazil market. Our recommendation continues to be: 70% Emerging Markets with emphasis on Brazil 25% U.S. Large Cap with emphasis Continue reading Prosperity Concierge Asset Allocation Recommendation for Long-Term Investments |
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