Developed markets emerging as the contrarian bet in 2011

22nd December 2010

Is it possible that developed markets will, in fact, prove the place to invest in 2011?

There are certainly plenty of naysayers for emerging markets. This article on Citywire asks whether 2011 will finally see the emerging markets ‘party' come to an end, citing monetary Chinese tightening and investor boredom as potential drags on the sector. 

The debate on whether China is in a bubble and risks a subsequent bust has been well-discussed on this and other sites. (see: The Chinese Economy: Hart break as bubble looks set to burst.

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