Friday, November 19, 2010

Emerging Markets Investing

Emerging Markets
Top Picks, Tips, and Insights for Overseas Investing

As developed countries continue to struggle with heavy debt loads and sluggish growth, the emerging markets burn hotter and hotter, and U.S. government policy stokes trade and currency concerns worldwide, the international picture is becoming increasingly pertinent--and, perhaps, increasingly bewildering--to investors.

This month, Morningstar checks in with our own analysts and strategists, as well as some of our favorite fund managers, to draw a global map for investors. Each day we'll roll out new article and video reports to identify the growth drivers behind the world's economies and the outlook for global investment returns (note: the two don't always correspond), provide insight on the impact of currency, and most importantly, offer practical tips for allocating assets to overseas investments and some specific picks for international investors.

Stay tuned: Each day we'll publish additional reports, so be sure to stop by throughout the week for something new.

Lay of the Land

Morningstar's Christine Benz and fund analyst Karin Anderson kick it off with an international category performance recap to put recent international returns into perspective for investors. Christine also checks in with analyst Kevin McDevitt on recent foreign fund flow trends to see where fund investors are placing their bets today. Plus, Morningstar director of economic analysis Bob Johnson weighs in with the primary international factors behind his current forecasts, and Morningstar U.K. site editor Holly Cooks gets a global economic outlook from Roger Bootle, former HSBC chief economist and adviser to the UK Treasury.

Morningstar Emerging Markets Investment Research

* Foreign Fund Winners, Losers, and Comebacks

* Where Foreign Investors Are Placing Their Bets

* Bootle: Long Haul to Recovery for Developed World

* The Global Gears in the U.S. Economy

* Economic Growth Doesn't Equal Portfolio Growth

* Morningstar Readers Pick Their Stakes Abroad

More Emerging Markets

Matthews Asia Funds' Andrew Foster and T. Rowe Price's Gonzalo Pangaro check in with to offer their take on emerging-markets fundamentals, valuations, and opportunities. Plus, Morningstar fund analysts home in on diversified foreign funds with big appetites for emerging markets, as well as risk-conscious ways that fund investors can make emerging-markets plays. We'll also examine the rise of emerging-markets bonds with PIMCO's Michael Gomez, and take a closer look at the possibility for inflation in emerging markets given recent U.S. monetary policies.

Click for more from the best or Morningstar