The case for emerging markets

Over three and five year periods, the annualized price change chart for emerging market stock indexes shows a lot of red.  But there has been a recovery in the last year.  These stocks are a bargain now with great potential, says Krishna Memani, Chief Investment Officer at Oppenheimer Funds. “From a long-term perspective, emerging markets are going to be the primary source of global growth for the future.  Plus they happen to be very cheap now,” Memani said.  I have 10% of my stock portfolio in emerging markets and recommend that all of our clients give this sector consideration. However, I am very cautious about China.

Andre Shashaty

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