Sunday, October 09, 2016

Some Of The World's Best Investors 
Are Putting Their Money 
In Unexpected Places
Article highlights the investments going into India, Indonesia, The Philippines & Vietnam .. "A curious group of markets have been identified as the best investing opportunities by a group of leading Asia macro strategists, who think that Asia and the emerging markets will considerably outperform the developed world." .. institutional money has been underweight the Asian markets for the past 5 years .. 'What you're seeing is an environment globally of a yield grab. And bringing that back to the Asian context, and emerging markets, in particular, what we've had-- and it's been a wonderful trade, is that people have been underweight EM for the last five years,'"
LINK HERE to the article

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