Emerging Markets 01 (May 08 - Dec 11)

[winston]

Emerging market mutual funds saw $3.5 billion in inflows last week, the most since the week ended April 11, according to Bank of America Merrill Lynch.

Source: CNBC

[winston]

A total of $20 billion flowed out of Asian markets in August and September, with Taiwan and South Korea accounting for 73 percent of the total, according to mutual fund tracker EFPR.

Source: SCMP

[winston]

Why Emerging Market ETFs Belong on Your Watchlist

The year is almost over, and the world’s supposedly “advanced” economies are still falling into chaos. Whether it’s Europe, the U.S., or Japan, the outlook for 2012 looks dismal.

Yet the “emerging” markets are chugging right along, generating fantastic internal growth. They’re happy to sell us their exports … but they can do just fine without us.

http://www.yolohub.com/trading/why-emer ... -watchlist

[winston]

CREDIT SUISSE: FALLING FOOD PRICES WILL LEAD TO EMERGING MARKET OUTPERFORMANCE by Cullen Roche

Pretty interesting correlation here uncovered by analysts at Credit Suisse.

They cite the correlation between food prices and emerging market equities.

Falling food prices have tended to precede emerging market equity outperformance.

They cite this as one of their primary reasons to own emerging markets currently:

http://www.thedailycrux.com/content/940 ... arkets/eml

http://pragcap.com/credit-suisse-fallin ... erformance