Back to top

Real Time Insight

There is no doubt that emerging economies have kept growth alive for the US in the past three years. With 45% of S&P profits coming from abroad, the global economy is a daily reality for many successful US companies including Caterpillar, Eaton, Cummins, Boeing, McDonalds, Starbucks, Microsoft, and Apple.

I have been looking lately at various ways to get exposure to high single-digit and double-digit growth rates in emerging markets. The sell-offs in Brazil and India are especially attractive. And yesterday I saw Blackstone strategist Byron Wien on Bloomberg offer these 3 investment stats on EM:

1) Emerging Economies represent 37% of global GDP.

2) But they are 75% of the growth.

3) And most institutions only allocate 10% of investment capital to EM equities.

My rough sense of the situation is that we have over 2 billion people likely aspiring to the lifestyles of the West. And their governments must do everything to support development and commerce that will allow them to have their wishes.

How are you allocating to this powerful growth trend that does not appear like it will let up for decades?

Do you invest directly in BIICS companies (drop Russia, add South Africa and maybe Indonesia)?

Do you buy select country ETFs like those for South Korea (EWY - ETF report) or India (EPI - ETF report)?

Do you stick with US multinationals like those named above?


Zacks Releases Their 7 Best Stocks for September, 2014

These 7 were hand-picked from the list of 220 Zacks Rank #1 Strong Buys with earnings estimate revisions that are sweeping upward. Their stock prices are expected to rise sooner than the others.

Today, this Special Report is available to new visitors free of charge.

Close This Panel X

Please login to or register to post a comment.

New to Zacks?

Start Here

Zacks Investment Research


Are you a new Zacks Member or a visitor to

Top Zacks Features

My Portfolio Tracker

Is it Time to Sell?

One of the most important steps you can take today is to set up your portfolio tracker on Once you do, you'll be notified of major events affecting your stocks and/or funds with daily email alerts.

More Zacks Resources

Zacks Rank Home - Evaluate your stocks and use the Zacks Rank to eliminate the losers and keep the winners.

Mutual Fund Rank Home - Evaluate your funds with the Mutual Fund Rank for both your personal and retirement funds.

Stock/Mutual Fund Screening - Find better stocks and mutual funds. The ones most likely to beat the market and provide a positive return.

My Portfolio - Track your Portfolio and find out where your stocks/mutual funds stack up with the Zacks Rank.

Zacks #1 Rank Top Movers for Zacks #1 Rank Top Movers

Company Symbol Price %Chg
PLANAR SYST… PLNR 4.44 +5.21%
BITAUTO HOL… BITA 81.71 +5.12%
CTPARTNERS… CTP 16.66 +4.26%
CHINA BIOLO… CBPO 47.91 +3.30%
MALLINCKROD… MNK 72.94 +2.85%