Emerging Markets Predictions
Browse Emerging Markets market predictions and forecasts from well-known financial commentators. Each prediction is tracked from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.
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[27:53] I just think the gap is going to close between the general like rest of world price to earnings ratio in the US price to earnings ratio. Um, and for that to happen, you know, our multiple needs to contract and the rest of the world needs to expand. And I think that's what's going to happen.
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[20:36] I'm going to go into the next 5 to 10 years into an era uh which is not the end of the world it's just the cyclicality of of leadership in markets may rotate back into the rest of the world and and hence why I think Latin America would be one of the areas that that will attract some institutional capital moving forward as well.
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[16:28] I've argued with you in the past and um and I've written a lot of pieces in the past couple of years highlighting that there's a lot you know very exciting changes occurring all across Latin America political change corporate governance changes uh growth of local pension funds all of which argue for a rerating of local assets that are deeply deeply undervalued.
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[3:05] I think a lot of the sort of emerging market exchanges are going to do very well for the next decade.
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[10:12] emerging markets exposure uh to me is is becoming a bigger and bigger pillar of my own portfolio because of this uh of the situation.
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[7:31] for right now, these things are, you know, probably going to be longer gold, longer government bonds, longer emerging markets, you know, and less long US AI stocks and semiconductors at this point.
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[14:53] If you're going to be bullish on anything from a multi-year perspective, I do think emerging markets are the place to be. And I say that from a pure mean reversion perspective, and I've been wrong for a number of years on it, but maybe I'm finally right on this.
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[12:47] we believe we're in the early innings of a secular leadership change away from the United States to the rest of the world led by emerging market equity.
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[27:09] um emerging markets for 2026 and 2027 are forecast to have higher EPS growth than the United States.
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[40:17] long Nifty50. I love the India story. I think India is an amazing story. It's the fastest growing economy in the world.
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[23:36] I think the emerging markets are going to be the big winners. The brick countries are going to be a lot more uh prosperous when they no longer, you know, have the burden of supporting the US.
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[11:24] I firmly believe that while a lot of folks are f are paying attention to the corruption and all the differences we have in emerging markets, you know, those structural problems are not going to change. What's going to happen is the capital flows that are exhausted already into the US markets is likely to start uh uh switching and and coming into especially Latin America where I think it's going to be one of the biggest beneficiaries.
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[2:50] one of my focuses lately, uh, is that I think we're seeing a wake up in Latin American equities to some extent. Uh, it's never going to be a straight line. Um, but I think we might be past the turning point of them kind of perpetually underperforming US equities, uh, in aggregate.
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