I believe your decision was rational considering conventianal wisdom. However in my opinion times have changed, there is a strong capital flow towards Asia/South America and it will remain so for several years.
How a U.S. Downturn May Affect Emerging Markets [View article]
I beleive that sooner or later US will be entering a long correction because of enormous debt burden. It may drag down the Emerging markets initially however in long run Emerging markets will benefit from any downturn in US market.
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