Tuesday, March 24, 2009

Emerging Market Commentary

Mark Mobius has been a sane and pragmatic investor in the emerging markets for decades. One might take exception with his optimism based on the "re-linkage" of the weak U.S. economy with the export sensitive emerging markets. His comment in the video beneath focus on the internal improvements in the EM while the less optimistic might look more critically at the dramatic slowdown in global trade.