8 Market Trends For the Next Few Years [View article]
"Emerging markets will continue to progress, driving convergence with the developed markets."
This, I think, is the most interesting of the 8. Will investors in emerging markets do well relative to the US, or are emerging markets a high beta version of US growth stocks? (Do a search for Geoff Considine on this site and see what he says.)
And will the dollar rebound, in which case foreign assets won't look so great.
And will the Chinese economy wilt under the total destruction they're doing to their environment and human capital?
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"Emerging markets will continue to progress, driving convergence with the developed markets."
Mar 09 16:42 pm
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All Comments by Frank Li »8 Market Trends For the Next Few Years [View article]
This, I think, is the most interesting of the 8. Will investors in emerging markets do well relative to the US, or are emerging markets a high beta version of US growth stocks? (Do a search for Geoff Considine on this site and see what he says.)
And will the dollar rebound, in which case foreign assets won't look so great.
And will the Chinese economy wilt under the total destruction they're doing to their environment and human capital?