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  • How Will Fortune Magazine's 10 Stock Picks for 2009 Fare? [View article]
    Excellent article, and Dent's demographics are seriously important. One other item typically neglected is legal structuring. Even if emerging markets offer the best development potential right now, investors won't benefit one bit from that potential unless firms in the emerging markets make the transition from family-oriented business models to ownership-oriented business models. Satyam is the tip of the ice berg - look at the family management lurking behind most major companies in each emerging market and you'll see similar stories to greater or lesser degrees.

    The best indicator of a reliable company in the emerging markets would be (1) a healthy dividend payout ratio and (2) lower management compensation. That's why I like DEM long-term over EEM or VWO; market cap is easily gamed, but dividends speak loudly.
    Jan 17 02:54 am |Rating: 0 0 |Link to Comment
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