India

If You’re Thinking About Global Diversification, You Should Read This

The developed world is depending, and will continue to depend, more and more on the developing world. The focus of productivity and GDP growth is in Asia. The U.S. is the only country with trade deficits since 1976. Introduction Nobody knows where the market will go in the next week, month, or year, but what… Read More »If You’re Thinking About Global Diversification, You Should Read This

Emerging Markets Are Hot – Here Is Where You Should Put Your Money

Emerging markets are up 10% since our last article on the subject, but the FED’s rate action might quickly erase the gains. Valuations are starting to diverge, but don’t fight the trend. Keep an eye on China as it is relatively undervalued and still boosts economic growth of 6.7%. Introduction In May we discussed how… Read More »Emerging Markets Are Hot – Here Is Where You Should Put Your Money