Emerging Markets: Relatively Hammered Year to Date 02/18/11 - Aaron Skloff, AIF, CFA, MBA - CEO Skloff Financial Group

Emerging Markets: Relatively Hammered Year to Date 02/18/11 www.skloff.com

Wall Street Journal ‘Emerging Markets Get Cheap’ – 02/19/11“The MSCI Emerging Market Index has dropped 3.5% this year, while the MSCIWorld Index, which tracks 24 developed markets, has jumped 5.1%.”“In fact, developed markets have beaten emerging markets for five consecutive months,the longest streak since the five months ended October 2008.”“Despite the strains caused by inflation, emerging Asia is expected to generate abouthalf of the growth in global gross domestic product in 2011, according to BarclaysCapital.”“Emerging-market price/earnings ratios are 16% lower, on average, than developedmarkets—the largest differential since the financial crisis.”“Emerging markets also are projected to have a higher dividend yield in 2011: 2.9%versus 2.6%, according to Citigroup Inc.” www.skloff.com

Projected GDP Growth 2010-2014 www.skloff.com

Emerging Economies Projected Gross Domestic Product (GDP) 2015 20501. U.S. China2. China U.S.3. Japan India4. Germany Brazil5. U.K. Mexico6. France Russia7. Italy Indonesia8. Russia Japan9. India U.K.10. Brazil Germany Source: Goldman Sachs www.skloff.com

Emerging Markets: Relatively Hammered Year to Date 02/18/11 - Aaron Skloff, AIF, CFA, MBA - CEO Skloff Financial Group

by Aaron Skloff, AIF, CFA, MBA on Feb 20, 2011

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Emerging Markets: Relatively Hammered Year to Date 02/18/11 - Aaron Skloff, AIF, CFA, MBA - CEO Skloff Financial Group — Presentation Transcript