pick 3 emerging contries to invest in

[Fishhead24]

COSTA RICA
PANAMA
CANADA

[mmctrab]

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Vietnam is going to make some huge gains, although I don't know how to invest in it.

http://www.skyscrapercity.com/forumdisplay.php?f=588

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I'm pretty sure that there's a closed end Vietnam fund you can buy. Anyway, I think we're all making this a little more complicated then it has to be since buying an emerging market mutual fund or ETF is a pretty easy thing to do and then you don't have to worry about making a mistake as far as picking particular countries to invest in.

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Well, after some research it looks like the Vietnamese closed-end funds sell on the London or Dublin exchanges so it doesn't look like it would be easy for US investors to buy into them.

[rivsec]

Really interesting thread.

I am a on/off 2plus2 lurker but thought i would add my thoughts to this one.

I work in UK and European real estate constantly looking at emerging markets. For me much of Europe is finished, including Russia and there is no appropriate risk - return profile at the moment. Always some markets are going to be interesting, for example i am looking at Serbia and Bosnia at the moment but the only market that has me slightly intrigued is Turkey because of its size, the size of Istanbul and the retail environment there.

The 4 buzzwords when you hear emerging are Bazil, Russia, India and China but they have been buzzwords for so long now that i think most the growth has happened - certainly in China and India which i know a little about.

A couple of people have mentioned Vietnam and from a real estate point of view i think this is inetersting though i have only had a few meetings and am at the early stages of the process.

Panama is definitelty a good shout - Guys i know from the UK are doing the biggest development ever out there at the moment - real gateway that country.

My thoughts are all based on real estate which is my field -what do others think from a real estate point of view.

Also - the truth is there are niche opportunities in every market eventhe most mature markets. They are harder to spot and more competitive, but more than likely the risk-return correlation is appealing

[rbear]

..

[Ray Zee]

find companies in those countries you like that trade on the american exchanges and buy those. that way you at least get some sort of a fairish deal on accounting practices. otherwise you just get screwed until the country becomes legit.