Since inception, Total Emerging Markets has outperformed the MSCI Emerging Markets (EEM) exchange traded fund, which closely mirrors the MSCI Emerging Markets index.
The thing to watch is whether this would start to affect consumer and business confidence in those markets, in which case, since emerging markets have been key to global growth, you're in a very different situation.
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That means consumer retrenchment when interest rates rise or the bills come due, which will hurt emerging markets if they do not work harder to generate domestic demand, instead of relying on exports for growth.
Look no further than the relative performance of VWO and the Schwab Emerging Markets Equity ETF (SCHE), the latter of which tracks a similar version of the FTSE Emerging Markets index.
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The company added 1, 400 employees last quarter, half of which were recruited in emerging markets.
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The company also added 1, 400 employees during the quarter, half of which were recruited in emerging markets.
This was however largely offset by sales in the U.S. which sustained its recent strong showing and the emerging markets in Asia-Pacific which grew at a healthy 8% y-o-y.
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This was however largely offset by sales in the U.S. which showed signs of returning to strength and the emerging markets in Asia-Pacific which showed a strong y-o-y growth of 12%.
The big emerging markets, which dominate the MSCI EM index, are about to stage a comeback.
The strong showing was fueled by business in the emerging markets, which posted 20% growth year-over-year.
There also exists untapped potential in emerging markets, which are witnessing rapid growth in disposable income.
Nokia has a large presence in emerging markets, which is also attractive to Microsoft.
Emerging markets, which contribute for around 16% of Nike brand revenues, represent another growth region for Nike.
He has an excellent relationship with emerging markets, which is very, very important in this particular aspect.
Even at GE, which is wholeheartedly committed to emerging markets, around 180 of the top 200 managers are still Americans.
There is also gloomy news from emerging markets, which have been the driving force in the oil markets of late.
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Rather, they point to a 1998 International Data Corp. survey of emerging markets, which predicted that Web-based training is poised to explode.
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Things that people can commonly understand are actually easier to see in emerging markets, which is actually a reason to be more comfortable.
Another factor that boosts LM Ericsson in Christy's eyes is its substantial exposure to emerging markets, which are also avid consumers of wireless services.
Lenovo said it saw strong sales in the US and emerging markets, which allowed it to buck the trend in a declining global PC market.
Perhaps the most compelling argument that Credit Suisse offers up is that there is no deflation in emerging markets, which accounts for 47% of gross domestic product.
Nevertheless, most pharmaceutical firms have a lot of exposure to emerging markets, which is another growth platform that can help to offset the patent losses in developed markets.
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It benefits from growth in emerging markets, which should continue.
Fourth, high-end customers who want sophisticated phones drive the Japanese market, but the main growth in the wireless industry overall is in emerging markets, which need cheap phones.
Its feature phones, which are a hit in emerging markets and represent 60% of total global shipments, also did better than expected according to IDC analyst Francisco Jeronimo.
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So far this year, the Wisdom Tree India ( EPI) exchange traded fund is up 0.21 percent, beating the MSCI Emerging Markets index which is down by 0.3 percent.
The point is not to expect Thailand to produce greater-than-average returns on its shares and to keep a sharp eye out for transaction costs, which are often higher in emerging markets.
Those multiples are also discounted from average price-to-earnings for the big emerging markets, which are normally closer to 12 in a strong market and as high as 14 during an emerging market bull run.
At an investor conference this month, Mr. Cook added that emerging markets, which often use the prepaid model, are "critical" for the company, but that each country is different and some may evolve over time.
The combination of robust emerging markets, which possess low computing saturation, the requirement to accelerate Internet infrastructure and revitalized developed economies should result in computer units and revenues well above consensus forecasts each of the next several years.
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