A hora dos outros emergentes

Alguns artigos que vêm sendo publicados nos EUA fazem uma maior menção a outros países além de Brasil, Russia, India e China (BRIC). Citam a Africa do Sul, Marrocos, Coréia e até Vietnam, segundo os estrategistas em mercados emergentes, como as "bolas da vez". Seguem trechos da reportagem de Grace Wong da rede CNN.

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Smart picks for emerging markets

Exposure to these high-risk, high-growth investments can be good for virtually every portfolio - and the time to buy may be near.

The ups and downs of emerging markets can be difficult for most investors, but this asset class has a place in practically every portfolio...

...While they're known for their risk and volatility, emerging markets - which range from high-profile markets like China and India to the lesser-known markets of South Africa and Morocco - have posted spectacular returns over the last four years. Since the end of 2002, the benchmark Morgan Stanley Capital International Emerging Markets Index has returned about 235 percent...

...Michael Hartnett, head of emerging-markets strategy at Merrill Lynch, said at a recent conference that non-BRIC investments are the way to go this year. (BRIC is a term used to describe the group of emerging-market countries that includes Brazil, Russia, India and China.) He named Korea and Vietnam as areas he's closely watching.