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Profit From the “New Decoupling”
Investment U (July 16th, 2009) Writes:
Profit From the “New Decoupling”
Tony Daltorio, The Investment U Research Team
Emerging markets first hit investors’ radar screen about 20 or so years ago. There was a lot of skepticism and a lack of understanding about emerging markets, which was understandable because there were few emerging markets open enough (or large enough) to invest in with a degree of safety.
That has all changed in the past two decades as most emerging markets are open to foreign investments and have a high degree of liquidity. The number of so-called emerging markets has also grown from a mere handful to over 60.
Yet Wall Street seems to have missed these changes – there is still a lot of skepticism on Wall Street when it comes to investing in emerging markets. That is where the opportunity for investors lies.
Famed investor
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