Time to Buy Energy and Emerging Markets

Both energy and emerging markets stocks have fallen in the past six months, a period which saw modest gains for the broader U.S. stock market.  But a reading of the financial press in recent days tells us what some of the smart-money crowd is thinking about these sectors.  I’ll start with energy, a sector hit hard by falling oil prices. The New York Times reports that Blackstone, one of the world’s largest private equity firms, has finished raising $4.5 billion for a new fund “ dedicated to investments in the energy sector, as the private equity giant seeks to profit on the rout in oil prices, a person with knowledge of the matter said.”

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