bcncv

Emerging Markets: Betting Against Conventional Wisdom

Lumping together the debt of Brazil, Latvia and India is kind of like lumping together the debt of America, Germany, Japan, and the UK. It doesn't make a lot of sense.

The Ultimate Guide to BRIC ETFs

The BRIC countries worked well in the last economic cycle. I'm not so convinced that they'll do as well during the next one. I'd start looking for economies that have gotten their act together throughout the last few years, but haven't popped up on too many radars yet.

Brazil still looks interesting, but China Russia & India all face unique risks that I don't like. I haven't done my full research yet, but I'm inclined to look at Turkey and some very selective places in Eastern Europe.

Emerging Markets: The New Spenders of the 21st Century

I seriously doubt these conclusions will come to pass in this economic cycle. The reason most people in BRIC countries now have some disposable income has to do with all of the low wage manufacturing jobs that moved there. As American and European consumers spend less, the impact on jobs will be much larger in these countries than the West.

Although each of these countries made some moves towards (and a few against) long term economic stability, they still stand to suffer many times worse than the American consumer.