Charles Sizemore
273 posts
For those of us really willing to look at the numbers, there appears to be ample upside left in this market.
The third quarter of 2012 saw unprecedented monetary stimulus from the world’s three most powerful central banks.
A contrarian might take a look at their lack of strong conviction and see it as a bullish signal to tack on a little risk for the last quarter.
Quantitative easing has become something of a dirty word this election cycle. The Fed Chairman is correct to keep it on the table.
This would seem to me to be a fine time to “risk up” by adding a little more emerging market exposure to your portfolio.
If Spain formally requests a bailout, the massive weight of uncertainty surrounding the country will be lifted and a rally will follow.
The time to buy emerging market stocks is when they are unloved - as they certainly are today, says investment manager Charles Sizemore.
Shares aren't drastically overpriced and investors don't harbor wild, unrealistic expectations of future profit.