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 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
The Indian economy is growing at 7% and the demographics are still very positive. The market is overvalued from a global perspective but the growth should remedy that. Investment exposure to India can be achieved by investing directly in ADRs or ETFs. Introduction A country often dwarfed by its northern neighbor and still not perceived… Read More »The Elephant In The Room – Is India The New China?