One key theme to look out for in the coming years is Emerging Markets. The last decade has been great for the Dow but Emerging markets have been languishing. See the chart below:
Emerging markets haven’t done much after the 2008 top. Now it has broken out of a wedge. If this breakout sustains the next few years can be great for these markets as they have a lot of catching up to do. Along with a falling dollar and huge FII flows, this can be a huge multi year bull market for India!!
