Actually, I drip fed a little into emerging markets this week and was delighted to see this article.
When the pundits start saying it's wrong, that's the time to dip ones toe in a little carefully.
I would add caution however; I don't believe for one second, the crisis is over. Far from it. From my perspective, it's a little hedge just in case I've got it wrong.
What is not mentioned much, is investment isn't about making money; it's about risk management, which if managed properly, will make you money. That's a subtle but massive difference in thinking.
