Seeking Alpha
  • Alan Brochstein, CFA
    I like emerging market equities for 2013 $VWO $EEM
    12/27/12
    Reply (9)
    • David Jackson: Which countries (http://bit.ly/5oNXxD) do you think will do best?
      12/27/12
    • Alan Brochstein, CFA: That is beyond my expertise! If I had to guess, Brazil will have a better year though... Happy New Year to you, David!
      12/27/12
    • David Jackson: And to you, Alan!
      12/27/12
    • Holly Thompson: I agree with Alan. I believe Brazil is poised for some outstanding growth, even though the government has a wide & deep reach into business.
      12/27/12
    • Holly Thompson: Malaysia is also on my radar. I have heard very positive news, comments come from friends who now live & work there. Certainly worth a look.
      12/27/12
    • David Jackson: Wonder how you'd do next year if you just buy the 5 worst performing country ETFs YTD. Note that Brazil is the second worst performing YTD.
      12/27/12
    • Holly Thompson: Would be an interesting exercise? It is hard to gauge the growth of a country when we are not immersed in the culture of business there.
      12/27/12
    • David Jackson: Wonder whether there's mean reversion with countries - that would be the argument for buying the underperformers.
      12/27/12
    • Jon Springer: $VNM supposed to be value play with P/E abt 5 last I heard from private equity friends. Was going there in spring, redirected to Myanmar...
      12/27/12