Opportunities in emerging markets

In 2010 over $80 billion flowed into emerging-markets equity funds, while about the same amount flowed out of U.S. equity funds. And this is just the beginning of a long-term trend out of developed markets into emerging ones. The reasons are obvious. For instance, emerging markets already account for more than half of global GDP with nearly 90% of the world’s population. GDP growth in emerging markets exceeded 7% in 2010, 3 times as high as in the developed world. 74% of global currency reserves are held by emerging-markets central banks, while 90% of global external debt is owed by developed countries. Public debt in the industrialized countries will lead to still higher taxes and lower growth. Not so in the emerging markets. The growth differential is likely to expand as emerging-country populations migrate from the countryside to cities, increasing consumption and investment.
See all articles on the following :
http://www.private-magazin.ch/en/
And the Tim Mc Carthy article is on the following :
http://www.private-magazin.ch/media/2011/01/en/015_Capital%20flows%20into.pdf