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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 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 The U.S. Savings rate is expected to climb – kind of a “day of reckoning” response to the debt contraction and job losses experienced during the past 12 months. Kelly Evans, WSJ columnist, shares a viewpoint that expectations of frugality may be too optimistic. Ms. Evans: New frugality? Not so fast. A sharply higher U.S. household-savings rate was expected Continue reading Expectations For A Higher Savings Rate May Need To Be Tempered | How Frugal Have We Become? 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 |
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