THINKING OUT LOUD

It’s time to take a look at Emerging Markets again

I think the developed equity world is not cheap, while emerging markets are. For those hunting GDP growth, take a look at this infographic from http://www.visualcapitalist.com

It leads me to ask, how will you position your portfolio for the next 10-15 years?

 

Chart: The World's Largest 10 Economies in 2030