Emerging markets may be a relatively tiny but growing portion of the world markets, but they now account for over 30 percent of all U.S. global and international ETFs.

In the last Bubble technology reached over 50 percent of all U.S. domestic ETF assets.


Source: Ned Davis Research

by Louis Basenese

I’ll be the first to concede the going’s tough. That almost every “time-tested” strategy that worked well in bull markets is sputtering and collapsing.

In order to sustain economic growth, increases of infrastructure spending are critical for the emerging economies as their populations continue to expand and urbanize.

The developed world has a population of approximately 1 billion versus the developing world’s 5.5 billion people. As the emerging economies and the developing world keeps pushing to catch up, the continued economic growth in emerging markets [EM] have prompted a boom in infrastructure building.