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“Investors are diversifying out of U.S. Treasuries and going into global markets,” according to Templeton Asset Management’s Mark Mobius. “That’s been a big change, which has been beneficial for emerging markets generally.” Global markets are gradually adjusting to the day when the dollar will not be the main currency, Mobius said. ”The global equities bull market will Continue reading Emerging Markets Continue to Grow – Mark Mobius 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 Ramin Toloui, Executive Vice President at PIMCO, shares his views on how developed and emerging economies are managing debt and how this is a complete reversal from historical experience. This reversal will affect how we invest in the future. Mr. Toloui: Emerging markets played a role in the global economy’s recovery last year that was historically unique. Like industrialized Continue reading Debt in Emerging and Developed Economies: A Reversal That Will Affect How We Invest Debtors, from households to developed countries, from Greece to Hungary to the U.S., face pressures to reduce debt at the same time that they face the prospect of increased difficulty to do so from one source: deflation. Policy makers in developed countries are under pressure to reduce large budget deficits. Any success to reduce their deficits Continue reading Debt Repayments Face Threat From Deflation 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 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 |
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