Often times investment analysts recommend “the emerging markets” as if it is one monolith that should be bought or sold in a broad keystroke. Capital Economics Neil Shearing, however, sees distinct sovereign regions and their market environments for what they are: some are past their prime and un-investable, while others appear at the top of the Emerging market cycle and headed lower. The ones to watch, however, are those emerging regions that have begun their climb and have a long runway to ascend upward. In an August 14 report, Shearing grouped the 36 largest emerging markets into a “Growth League”…
Emerging Markets Cycle
Mark Melin
Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.