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Ben Carlson: The Emerging Markets Performance Cycle

TedTed
in Fund Discussions
FYI: Through the end of the day Monday, emerging market stocks (as proxied by VWO) are up 28% in 2017 compared to a 17% gain in U.S. stocks (SPY). While U.S. stocks have been up for 8 years in a row, emerging markets have fallen 4 of the past 8 years. All stock markets are cyclical but EM stocks may be even more so than most. This piece I wrote for Bloomberg provides some context on this cyclicality. EM is not a place everyone is comfortable investing but for those who are, you need to understand what you’re getting yourself into.
Regard,
Ted
http://awealthofcommonsense.com/2017/11/the-emerging-markets-cycle/

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