I read with great interest yesterday’s Wall Street cover story because I didn’t perceive just how stagnant US equity and bond markets have been for such a long time. More and more talking heads and financial observers are coming to the same conclusion, emerging markets will provide better returns the next decade for investors without much more risk.
This is also an interesting article out of the Financial Times musing about how “even” individual investors are waking up to emerging markets and that the financial class is chattering about whether that means if it is time to get out. That is a traders mentality. CR Capital clients are in this for the longer run and buying on dips to lower average price per share not trading. We are recommending a simple vision, that since the trend is higher growth over the long term the leading companies in these markets will outperform…especially with our approach.
http://www.ft.com/cms/s/0/aa829d90-eb3d-11de-bc99-00144feab49a.html
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