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William Strapazzon's avatar

I believe you will soon regret saying that ‘the US dollar has peaked for this cycle.’ You can only believe in this emerging markets optimism if you don’t live in one. I am in Brazil, where economic growth, inflation, fiscal policies, and public debt—every major variable—are deteriorating, while many here remain overly optimistic about the stock market’s future. I doubt it.

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Paul Simister's avatar

I've always liked the idea of investing in emerging markets but you have to be prepared for the higher risks and unpredictability that comes with it. Rather than a general emerging market ETF, I find it better to look at regions or even individual countries. The risk profile of even the biggest countries, China, India, Brazil, Pakistan, Nigeria etc are very different from each other.

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