Are Emerging Markets the Next Investment Frontier?

Dear Reader,

Since the Great Recession in 2009 emerging markets stocks have grossly underperformed developed markets stocks and US stock markets especially. US stock markets have outperformed largely driven by the large technology companies.

I think mainly because of a size effect emerging markets could turn into the next hot investment frontier. Stock markets like Brazil, Russia, India and China are undervalued by most metrics.

If the current technology stock market bubble in the US bursts, emerging market stocks could end up attracting hot money, much like they did in the prior to 2009 years. Basically, emerging markets could end up driving a new resurgence in economic growth, much like China has been the main factor with the US for the world's output growth in the last ten years.

I forecast, at the very least, the underperformance of emerging market stocks, especially the large emerging countries, will subside, if not disappear.

Disclaimer: The blogposts and comments on this blog and posts on social networks(Twitter, LinkedIn, Facebook etc.) are not investment recommendation, are provided solely for informational purposes, and do not constitute an offer or solicitation to buy or sell any securities. The opinions expressed on the blog are Petar Posledovich's. Petar Posledovich does not guarantee the accuracy of the information presented on this blog and social networks. The information presented is "as is".

Petar Vladimirov Posledovich is not liable for any investment losses incurred by reading and interpreting blogposts on this blog and posts on social networks.

Conflicts of interest: I may possess some of the securities, currencies or their derivatives mentioned in the blogpost and posts on social networks(Twitter, LinkedIn etc.)!

Respectfully yours,

Petar Posledovich