Emerging markets have been in a tailspin in 2014. But Charles Sizemore, editor of Macro Trend Investor, says this is hardly a new trend.
After all, emerging markets including China and Brazil have underperformed for years now… so the narrative isn’t all that different.
Charles says that the lack of liquidity thanks to the drawdown of QE at the Fed has had an impact, but the writing has been on the wall for a while as these nations have struggled mightily to find growth in the last few years.
Does this mean emerging markets are dead money then? Hardly.
Charles suggests slipping a few jabs in battered regions like Turkey or Argentina on a pullback, since the meltdown in these regions could be near their final phases by his estimation.
Check out the entire video for full details.
Jeff Reeves is the editor of InvestorPlace.com and the author of The Frugal Investor’s Guide to Finding Great Stocks. As of this writing, he did not hold a position in any of the aforementioned securities. Write him at firstname.lastname@example.org or follow him on Twitter via @JeffReevesIP.