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The Next Big Thing: Emerging Asia

IndexUniverse Staff (September 23rd, 2009) Writes:

Cris Sholto Heaton’s recent article on investing in the small Asian countries outside China and India brings a welcome change to the usual run-of-the-mill emerging markets coverage.

You can read the whole story here.

I’ve long been a big proponent of investing in so-called Asian frontier countries. As Cris points out, “These smaller countries complement China and India. They should benefit from the rise of their larger neighbors and the region as a whole, while offering exposure to different themes and sectors.”

In fact, when I talked to Franklin Templeton’s outgoing emerging market fund manager Mark Mobius earlier this year, he was in the process of putting more of his own personal money into these miniature high-growth markets (you can read that story here, but you’ll need to have access to Index Publications’ subscription-only monthly ETFR publication).

Cris highlights

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