A resource for debunking the investments myths peddled by the financial press and Wall Street hype and presenting rational,sensible investing approaches based on sound research and academic findings. This blog is maintained by Lawrence Weinman MBA an independent Registered Investment Advisor www.lweinmanadvisor1.com
Wednesday, November 11, 2009
Emerging Markets: Bubble or On the Way to a Return to Trendline ?
Perhaps the bubble type activity was on the downside as emerging markets plunged in sympathy with the US and developed markets . The markets were not decoupled but looking at economic performance in the past year the growth stories seem to be decoupled.
Overdone on the upside or just reverting to the long term trend ?
The second graph shows inflows into emerging markets mutual funds and remember that is only a fraction of the inflows into emerging markets
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