Emerging Markets Archive
Emerging markets represent the biggest growth opportunity of our lifetime. Brazil, Russia, India and China (the BRICs) will account for 25% of global GDP in 2011, up from 11% in 1990. And by 2050, that figure will rise to 40%, according to Goldman Sachs (NYSE: GS). Also, consider that public debt in industrialized countries is over 90% of GDP – and is projected to increase dramatically to almost 110% of GDP in the next five years, according to the IMF. By contrast, in emerging markets, public debt is equal to just 38% of GDP and projected to decrease to 34% over the same period of time. You simply can’t pass on this historic profit opportunity.
Friday Charts: A New Baby Boom, Inflation and the Scariest Jobs Chart Ever
By Louis Basenese - May 10th, 2013
We may have just dug up the most inappropriate economic indicator ever… More »
The Most Unexpected Data Coming Out of Beijing
By Louis Basenese - Apr 24th, 2013
The last two Chinese companies to IPO in the United States are killing it right now. Will this be the third? More »
China’s Economy Nears an Inflection Point – And It’s Not a Good One
By Matthew Weinschenk - Mar 22nd, 2013
The numbers don’t lie. China’s economy may hit the skids soon. More »
Why Emerging Market Struggles Are Good for Your Portfolio
By Matthew Weinschenk - Feb 25th, 2013
Emerging markets were hammered last week. How long will it last? More »
Three Ways to Play a China Rebound
By Louis Basenese - Jan 16th, 2013
The key to being a successful investor rests in the ability to change your mind when conditions change. And I’m on the cusp of such a decision regarding China. More »
Investors Expect to Pocket 17% Gains on China This Year
By Wall Street Daily Research - Jan 15th, 2013
A recent poll conducted by Reuters shows that investors expect to pocket 17% this year in China. More »
Friday Charts: Spendaholics, Sovereign Debt and Proof That Emerging Markets Matter
By Louis Basenese - Jan 4th, 2013
We’re summing up the Fiscal Cliff compromise in two simple charts. Then it’s on to a few unique insights regarding international markets. More »
My Favorite (Contrarian) Bet on Emerging Markets for 2013
By Louis Basenese - Jan 2nd, 2013
Please allow me to interrupt the non-stop coverage of the Fiscal Cliff to provide an important reminder: It’s not all about us! More »
2012′s Best of Wall Street Myth Busting
By Louis Basenese - Dec 31st, 2012
As 2012 comes to a close, let’s take a moment to reflect on the top five myths we busted this year. More »
Friday Charts: Debt, Dividends, India and The Most Profitable Finger Exercise Ever
By Louis Basenese - Dec 7th, 2012
Lots of pictures - very few words. We’re recapping the week’s most important investment news with charts. Enjoy! More »
