Emerging Market Shares Are Poised to Recover

Emerging markets account for more than 80% of the world’s population and half of the world’s economy, yet there are huge differences between these economies.  Fast-growing giants such as China and India will continue to devour resources for decades to come. Smaller economies such as Chile and several African and Middle Eastern nations provide these commodities. The tech-savvy markets of Korea and Taiwan supply the world, largely the rich parts, with Samsungs and bits for the iPhone.  However, the real story in emerging markets in the future will, in our view, not be commodities or selling cheap products to Westerners who can no longer afford them. 
http://tinyurl.com/n3atp7j