Underperformers in 2011, emerging markets, particularly India and China, could benefit from the...

|By:, SA News Editor

Underperformers in 2011, emerging markets, particularly India and China, could benefit from the sell-off in commodities as easing inflation pressure allows central banks to take their foot off the brake. With stock valuations low on a relative basis, look for liquidity to shift from commodities to these markets.