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Strategists Turn Bullish on Emerging Markets Stocks

FYI: (Click On Article At Top Of Google Search)
For emerging market equities, the worst may be over as central banks go all-out to boost global growth. Whether it’s a correction in a bear market or the start of a bull market isn’t quite clear. Regardless, the momentum right now is up.
Regards,
Ted
https://www.google.com/#q=strategists+turn+bullish+on+emerging+markets+barron's

Comments

  • Recently started a position in ROAM ETF in addition to my position in Seafarer. Glad for the moment, we'll see...been a hammering the last few years.
  • Maybe these strategists know something that the other strategists in the past 5 - 7 years didn't.... The brilliant Ray Dalio of Bridgewater has had outsized positions in international / emerging markets for the last 7 years and they haven't budged. Because of the influence of the Modern Portfolio Theory crowd, there has been increasing pressure, over the last 10 years for investors to "go" emerging. And ETFs make it too easy for investors to attempt it ..... IMO, the domestic U.S. market is still the best and easiest to contemplate, even if it has occasional declines every 3 - 5 years ...
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