Last year many of the emerging and frontier markets were the best performers in equity returns. However that is not the case this year. Year-to-date China’s Shanghai Composite, India’s Sensex, Brazil’s Bovespa, Mexico’s IPC All-Share, Chile’s Santiago IPSA are all down 3.3%, 7.3%, 0.2%, 3.2% and 1.1% respectively.But many developed markets are up nicely. The …

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One way to profit from growth in emerging markets is to invest in US companies that derive a significant portion of their business from these markets. Using this strategy one avoids the problems with the time consuming task of identifying, researching and selecting high-quality foreign companies. While investing in foreign stocks directly is a better …

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The huge rise in the middle-class population in emerging countries such as India, China, Brazil, etc. is leading to strong growth in automobile sales. For example, 13.6 million cars, trucks and other vehicles were sold in China in 2009 making it the largest auto market in the world ahead of the U.S.  This figure represents …

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The MSCI global emerging markets fell 2.7% in November due to monetary tightening in China, tensions on the Korean peninsula and the continuing European Union fiscal crisis. Despite this pullback, Citigroup’s global emerging markets equity strategist, Geoffrey Dennis stated in a research report that it is a healthy sign of long-running bull market and that …

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