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  #1  
Old 09-24-2007, 03:53 PM
fearme fearme is offline
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Default pick 3 emerging contries to invest in

china, india, and ?
or has china run up too much
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  #2  
Old 09-24-2007, 04:01 PM
SlowHabit SlowHabit is offline
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Default Re: pick 3 emerging contries to invest in

Vietnam baby.
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  #3  
Old 09-24-2007, 05:39 PM
spider spider is offline
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Default Re: pick 3 emerging contries to invest in

Seems like there is a lot of consensus that India is overvalued now.

For longer term investing, I like the fact that Mexico, Brazil, & South Korea seem to have good prospects for long term stability (strong democracies, generally happy peoples, etc.) and don't seem super reliant on strong commodity prices.

But I have no idea where to invest, just that I'd start by looking at those 3 countries.
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Old 09-24-2007, 06:50 PM
technologic technologic is offline
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Default Re: pick 3 emerging contries to invest in

korea baby

although, i know that a lot of korean companies have somewhat corrupt mgmt, they are pretty good for growth in the tech sector i suppose
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  #5  
Old 09-24-2007, 06:52 PM
Thremp Thremp is offline
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Default Re: pick 3 emerging contries to invest in

[ QUOTE ]
i know that a lot of korean companies have somewhat corrupt mgmt

[/ QUOTE ]

Corrupt how?

Like giving jobs to their kids in return for contracts and large "gifts" are standard MO in asia.
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  #6  
Old 09-24-2007, 07:58 PM
mmctrab mmctrab is offline
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Default Re: pick 3 emerging contries to invest in

For the very long haul China, India, and Brazil.
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  #7  
Old 09-24-2007, 10:17 PM
tonybormin tonybormin is offline
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Default Re: pick 3 emerging contries to invest in

I'm in China, Brazil, and Singapore.
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  #8  
Old 09-25-2007, 12:20 AM
kimchi kimchi is offline
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Default Re: pick 3 emerging contries to invest in

My amateur armchair analysis:

South Korean management worked well during the rougher industialisation it underwent in the 60s - 80s. It's management style favours process over results which is a huge hurdle to continued efficient growth. The banking crisis in 1997 culled some of the more bizarre practices but while Korea does well at copying technology and making it more marketable, at some point stale management will prove to be a limiting factor.

I think everything Korea can make, China can/will make cheaper, and eventually to a similar quality. Korea has no natural resources and is very reliant on US exports. These will slow if current trends in the US persist.

Having said this, I believe the 19th century belonged to the British and its Empire, the 20th century was America's and the 21st century will belong to Asia.

China and India are well placed to whether any future US meltdown due to their huge middle class, (which are both larger than the US') with China's middle class especially which has been subsidising The US consumer's consumption orgy for some time now. Once/if they stop that subsidy, I think their middle class will provide sufficient demand for their own products - maybe like the US consumers made Detroit the industrial powerhouse it once was despite foreigner countries disliking US-made cars.

Everything above is probably bollox. Just follow the long-term trends and you'll be fine. They are: China, India, Pacific basin (ex-Japan), and Latin America.

I think Africa will also have its day in the not too distant future.
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  #9  
Old 09-25-2007, 12:46 AM
cheer cheer is offline
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Default Re: pick 3 emerging contries to invest in

Russia
China
Brazil
Mexico

all worth it
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  #10  
Old 09-25-2007, 02:05 AM
xxThe_Lebowskixx xxThe_Lebowskixx is offline
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Default Re: pick 3 emerging contries to invest in

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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