Preferred emerging markets – May

Let’s review the performance of my emerging market portfolio to end-April. My EM allocation is based on a GARP approach — Growth at A Reasonable Price. I update the allocation every six months. If you want to know how I select emerging markets portfolio please refer to this post. Here is the year-to-date performance of the […]

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How I invest in emerging markets

This post explains how I select emerging markets for my global portfolio.  My selection process employs a GARP approach — Growth at A Reasonable Price. Basically, I like to invest in markets that have above average growth potential but are trading at below average valuations. Currently, I update the allocation every six months. From the outset […]

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