From Barron’s

click for larger graphic
BA-BC647E_stree_G_20130817020304

Source: Barron’s

 

I am long Emerging markets so I look for items like this. None of these issues are unknowns, and should therefore already be reflected in price.

Category: Asset Allocation, Investing

Please use the comments to demonstrate your own ignorance, unfamiliarity with empirical data and lack of respect for scientific knowledge. Be sure to create straw men and argue against things I have neither said nor implied. If you could repeat previously discredited memes or steer the conversation into irrelevant, off topic discussions, it would be appreciated. Lastly, kindly forgo all civility in your discourse . . . you are, after all, anonymous.

2 Responses to “Headwinds for Emerging-Markets”

  1. IanMud says:

    I must confess to being a bit perplexed about this assertion coming from you:

    “None of these issues are unknowns, and should therefore already be reflected in price.”

    It seems to me that the financial history of the last few decades provides numerous examples of knowns not being priced into the markets for months or years, and then, when the pendulum swings toward correction, it overcompensates?

  2. rd says:

    I suspect the main risk not priced into emerging markets is a US recession which is not priced into the US markets either.