All are positioned well to gain from consumer growth
in emerging market nations such as China, India, and others around the world.
In its «Global Outlook» report, the International Energy Agency predicts that the bulk of the increase in the demand for energy around the world will be from
emerging market nations such as China and India.
Many emerging markets nations have improved regulations and eased access to their markets for foreign investors, with the advice and support of these leading banks.
The only thing that will save the dollar is if its continued decline
leads emerging market nations to impose capital controls as they reach the point where adding further to record foreign currency reserves is not productive, according to Gilmore.
This set of circumstances, especially
among emerging market nations with large dollar denominated debt, has the potential to create a spike in the US dollar.
China, India, Brazil, and
other emerging market nations are going to bring one billion new members to the global consumer class, according to a study by McKinsey Global Institute, the research arm of McKinsey & Company, the consulting firm.
This includes stocks in both developed and
emerging market nations.
Growth around the world is expected to increase consumer spending by the trillions in
emerging market nations.
Without point of reference, the PE ratio does seem quite low for
an emerging market nation — it is substantially lower than most other emerging market ETFs.
The fund will invest only in inflation - protected bonds that have an economic link to at least 3 developed or
emerging market nations, a requirement that keeps PIMCO out volatile issues from frontier countries.