Equity Overview with Chuck Gibson, Emerging Markets 101


“Emerging markets are hugely important.” ~James Dyson

By Catherine Austin Fitts

The re-balancing of the global economy which began in the mid-1990’s fueled significant growth of the emerging markets. And this growth has resulted in increased float of emerging market securities throughout global markets.

Emerging market equities – along with corporate and sovereign bonds – now represent a significant percentage of U.S. and European pension fund, institutional and retail holdings.

The years 2008 to 2009 were a painful period for financial markets and the emerging markets were no exception. From 2010 to 2012, these markets saw improvement along with developed equity markets. But, the emerging markets have lagged significantly behind North American markets during 2013.

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Why? Does this divergence represent an opportunity for investors or are there greater risks ahead? What are the primary trends?

This week, I will be speaking with Chuck Gibson – managing member of Financial Perspectives and my partner at Sea Lane Advisory, LLC – about the global emerging markets. Chuck has prepared an excellent presentation rich with analytics and charts that provide an invaluable overview for this week’s Solari Report.

In the Money & Markets segment, join me for a discussion of current events including the repercussions of the U.S. fiscal squabbles.

In Let’s Go to the Movies, I will review Stock Shock, a fascinating documentary about the early years of Sirius XM radio that is a reminder of the many things that can (and do) go wrong with equity investments, particularly with early-stage companies.

Stock Shock The Movie

I hope you’ll join us this week on the Solari Report!