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"The US economy is likely to go into negative growth next year and consumption will be the biggest drag. I do not want to make predictions for the next few years, but with credit and consumption growth turning negative in 2009, the outlook is not good. According to our estimates, emerging markets could contribute anywhere from 80-100% of global GDP growth next year."
-Jonathan Bell
Co-Manager, Forward Global Emerging Markets Fund
"Emerging Markets: What to Buy" | 
| December 9, 2008 |
"Morgan Stanley now forecasts that 100% of all GDP growth worldwide in 2009 will originate in emerging markets. "
-Polya Lesova
"Stocks, Currencies in Emerging Markets Rally" | 
| October 13, 2008 |
"I'm putting more money into foreign stocks, especially emerging markets, which often rebound faster after a U.S. crisis or recession."
-David John Marotta
President, Marotta Wealth Management
Where pros are putting their cash | 
| October 7, 2008 |
"Fund Firms broaden their horizons as India, Brazil, and China become yesterday's news. The quest: markets that zig when the U.S. zags"
-Sam Mamudi
"Brave New Stocks" | 
| October 2, 2008 |
"David Fisher, chairman of Capital Group, recently said he expects 70% of the world's growth over the next two decades to come from the emerging markets. At the moment, they account for just 11% of the world's stock-market value, even though JPMorgan Chase reckons they'll account for 28% of the global economy next year."
-Leslie Norton
"It's Time to Revisit Emerging Markets " | 
| September 29, 2008 |
"Why change now? For many investment pros, the logic for loading up on foreign stocks is simple: U.S. stocks aren't as important as they used to be."
-Karen Hube
"Going Global: How Do You
Get There from Here? " |
| September 8, 2008 |
"This month, Citigroup Inc. recommended investors put 55% of their stock portfolio in foreign stocks...That's a big boost from 30% in its current plans.
"
-Karen Hube
"Going Global: How Do You
Get There from Here? " |
| September 8, 2008 |
"Investors are looking for trading opportunities across asset classes and national borders, and exchanges around the world are linking up in an effort to make such investments more seamless."
-Serena Ng and Ayai Tomisawa
"Japan, Chicago Join on Derivatives Effort" |
| September 3, 2008 |
"Colombia eliminated capital controls on foreign portfolio investments into its equity market this week in a highly anticipated move that spurred a rally in local shares."
-Polya Lesova
"Columbia Lifts Controls on Inflows into Equities" |
| September 2, 2008 |
"The limited representation emerging markets have in global indexes means fund managers looking to catch their growth, but who benchmark closely off the various global indexes, will likely miss out, especially "passive" management index and exchange-traded funds. After all, the best time to buy is before an investment blossoms."
-Giada Litner
"'Global' Indexes Miss Emerging Markets" |
| September 2, 2008 |
"That is why some managers are making more off-index allocations to emerging markets.
The data on developing-country economic and capital-market growth are driving their bets."
-Giada Litner
"'Global' Indexes Miss Emerging Markets" |
| September 2, 2008 |
"Turns out "global" investment indexes aren't all that global. Most are focused almost entirely on the developed world. Yet emerging markets are gaining a greater share of global economic output and should continue to account for most of the world's economic growth for years to come."
-Giada Litner
"'Global' Indexes Miss Emerging Markets" |
| September 2, 2008 |
"...advertising seems to be the new mantra to evaluate the economic status of a market - especially emerging markets. A peek at advertising trends in Dubai and China foretell and emphasize an economic shift towards emerging markets.
"
-Vigyan Arya
"Emerging Markets See Ad Revenues Pouring In" | 
| August 26th, 2008 |
"As the relatively higher growth of emerging markets makes them significantly more attractive than slowing industrial countries in the next few years, investors will move more money there, especially to investments in the non-traded goods sector."
-Raghuram Rajan
"Emerging markets must shift their focus inwards" | 
| August 19, 2008 |
"Now could be the time to get back into undervalued markets such as Brazil, Russia, Vietnam, Mexico whose economies have run up in conjunction with the commodity boom."
-Irwin Greenstein
"Are Emerging Markets Ready to Rebound?" | 
| August 18, 2008 |
"Non-SOE (state-owned-enterprises) Chinese companies...are flying by them [SOE's and ETF's] ...these Chinese companies are led by entrepreneurs who are representative of the Chinese growth story. These are the types of companies -- not the SOEs -- that may turn out to be some of the best stocks of the next 10 years."
-Todd Wenning
"The Wrong Way to Invest in China"
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| August 14, 2008
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"Their [trading startups] aim: ... cut the daunting expense and hassle of trading in Europe, where the process of buying, transferring, and paying for a stock can cost about six times as much in the U.S... Mr. Lowrey expects the price of trading to fall by 50% in Europe over the next few years."
-Neil Shah
"Upstarts Are Taking Aim at the LSE" |
| August 14, 2008 |
"In the old days, if the U.S. economy contracted, the rest of the world would do even worse. But today, if the U.S. contracts, the rest of the world might contract by only half. That's a fundamental change. The wealth of the emerging middle class in countries like Brazil, India and China is becoming a force in itself."
-El-Erian, co-CEO of PIMCO
"El-Erian: Buy More Foreign Stocks" |
| August 4,2008 |
"The typical U.S. investor tends to have about 80% of equities in the U.S. The world of tomorrow suggests a much greater exposure overseas. In general, you should consider holding a third of your equities in the U.S., a third in industrial countries outside the U.S. and a third in emerging markets."
-El-Erian, co-CEO of PIMCO
Article: "El-Erian: Buy More Foreign Stocks" |
| August 4, 2008 |
"These aren't the same economies ... They're modernizing countries with growth rates double and triple those of the developed world."
-Jane Quinn
"Emerging Markets Are a Must" | 
| August 2, 2008 |
"We view this theme, the build-out of the developing world as it closes the infrastructure gap with the developed world, as one of the - if not the - most important themes in global investments, for the coming decade."
-Morgan Stanley Research
Keynote Report on MorganStanley.com
Link | 
| July 16, 2008 |
