Mobius makes a few good points in his latest commentary on emerging markets vs advanced markets, here’s a few nuggets and a link to the full article.

  • Growth in emerging markets has outpaced growth in developed markets by more than double
  • People under the age of 40 are typically entering the most productive years of their lives; they are actively earning income and starting families
  • Economic growth on a year-by-year basis may not necessarily result in high stock market performance, but over time improving growth should be reflected in corporate earnings


Source: Templeton

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