Why Emerging Consumers Are the Holy Grail [View article]
Its going to take a lot more hard-reading than making EM or country-index investments to make money over the Herd.
The Herd is chasing the same EM counters - and its no wonder why they're over-priced.
The gems are beyond the indices, in the SMEs/PYMEs that are growing faster, are hungrier, and under the radar for most fund managers. No wonder EM PE inflows are up.
If you want to strike gold, you got to dig deeper.
REITs Ready To Rock In 2011? [View instapost]
Why Emerging Consumers Are the Holy Grail [View article]
The Herd is chasing the same EM counters - and its no wonder why they're over-priced.
The gems are beyond the indices, in the SMEs/PYMEs that are growing faster, are hungrier, and under the radar for most fund managers. No wonder EM PE inflows are up.
If you want to strike gold, you got to dig deeper.
Is WiMax Toast? [View article]