By Geoff Colvin, senior editor-at-large
FORTUNE -- As I was talking recently with a group of experts on emerging markets, we focused on consumer behavior -- an important issue now as many of those markets build growing middle classes, and Chinese government policy aims to shift the world's second-largest economy from being investment- and export-based to being consumer-based. A few trends, some surprising, emerged as vital for investors and business people to understand:
Despite the recent sell-off of emerging market currencies, investors should look at the bigger picture
By Dan Steinbock
FORTUNE – For years, the market mantra was that emerging markets represented future growth. Lately, however, investors have pulled record levels of capital out of economies from Brazil to India. This is an overreaction; too many investors and analysts are focusing on short-term fluctuations rather than keeping their eye on emerging markets' longer-term prospects.
Though the sell-off has eased, emerging market funds experienced MOREFeb 27, 2014 9:07 AM ET
Global markets -- particularly emerging ones -- have been looking increasingly uncertain of late. But turmoil can mean opportunity.
By Lauren Silva Laughlin; graphics by Nicolas Rapp
FORTUNE -- The Polar Vortex may not have been the most spine-chilling storm this frigid winter. For many investors, that moment came in late January, when indexes ranging from the S&P 500 (SPX) to the MSCI Emerging Markets dropped 5% in a matter of days MOREFeb 27, 2014 5:00 AM ET
Is the world's second-largest economy crashing? Or is it stable and growing? Recent data doesn't offer a straight answer.
FORTUNE -- You can get whiplash from reading the economic news coming out of China these days. One month the skeptics hold up weak industrial output and exclaim, "Crash ahead!" The next month, the bulls are back celebrating things like China's 7.7% GDP growth last year.
The latest sign of China's economic to-and-fro MOREScott Cendrowski, writer - Feb 21, 2014 12:41 PM ET
Today's emerging economies are more diversified than in the past, and also less amenable to investment generalizations.
By Mohamed A. El-Erian
FORTUNE -- Established and highly regarded experts are quite divided on how investors should react to the recent volatility in emerging markets (EM). Some, like the famous EM equity fund manager Mark Mobius, expect the instability to continue and warn investors to be cautious and measured in adding exposure. Others, MOREFeb 19, 2014 5:00 AM ET
The nation's central bank recently blamed the U.S. Federal Reserve for its economic problems, but India's challenges run deeper than monetary policy.
By Sanjay Sanghoee
FORTUNE -- In the wake of a global stock market selloff driven by worries over slower growth in emerging markets, the head of India's central bank, Raghuram Rajan, criticized the U.S. Federal Reserve as it pressed on with plans to dial back its monthly bond purchases: MOREFeb 11, 2014 1:01 PM ET
The panic-driven selloff has led to the buying opportunity of a lifetime.
FORTUNE -- Never underestimate the impulse for Wall Street market strategists and pundits to spin an outbreak of sudden fear into a durable trend, with a sensible-sounding narrative to back it up. So it is today with the sharp selloff in emerging market stocks and bonds. For champions of U.S. equities, indeed, the panic overseas seems a timely gift. MOREShawn Tully, senior editor-at-large - Feb 3, 2014 5:00 AM ET
The prospect of the first major default connected with the Chinese shadow banking system sent shock waves through the financial markets of emerging economies. Expect more close calls to come.Jan 29, 2014 11:47 AM ET
It is understandable that some are comparing recent emerging markets troubles to the Asian financial crisis of 1997. But while it isn't the best time for emerging markets, it is hardly the end of days.Jan 28, 2014 12:16 PM ET
Nouriel Roubini, the economist famous for predicting the financial crisis, says it is unlikely wages will pick up in 2014.Stephen Gandel, senior editor - Jan 17, 2014 11:19 AM ET
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