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Aug 07 2013
Of Special Interest

A Comprehensive Look At The Emerging Markets: Diagnosis And Prognosis

  • Aug 7, 2013

We examine Emerging Markets from both the top-down and bottom-up perspectives as we try to identify where to move and what to expect. We check in on two successful EM thematic group ideas as well.

tags

Emerging Markets Valuation Sentiment Foreign Reserves Healthy Tigers Advertising Beneficiaries Bull Market Commodities EM MSCI World Index Energy Materials China Consumer Staples Consumer Discretionary Normalized EPS Trend Followers MSCI EM Asia

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About The Authors

Doug Ramsey / Chief Investment Officer & Portfolio Manager

Doug Ramsey Chief Investment Officer & Portfolio Manager

Doug is the Chief Investment Officer of The Leuthold Group, LLC, and Co-Portfolio Manager of the Leuthold Core Investment Fund and the Leuthold Global Fund.

Jun Zhu / Sr. Research Analyst & Co-Portfolio Manager

Jun Zhu

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