Calamos Investments - Emerging Markets, Developing Opportunities

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Outlook and Commentary

Emerging Markets, Developing Opportunities

February 1, 2010

According to The Economist,* GDP growth in China for 2010 is expected to be 8.6%, 6.3% for India and 3.8% for Brazil. This growth outpaces the 2010 estimates for key developed markets: the United States is expected to grow GDP at 2.7% and Japan at 1.5%. In the Euro area, GDP growth is forecast at only 1.2%.

Since the Asian crisis of 1997, there have been continued improvements in the fiscal positions of many emerging economies—improvements which we believe enhance the prospects for more sustainable growth. Dramatic increases in foreign currency reserves, less debt, lower inflation, smaller budget deficits and higher GDP growth are among the factors contributing to a brighter fiscal picture. Compared to developed economies, emerging economies are on the right track.

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*Estimates from www.economist.com, as of December 30, 2009.

The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Information contained herein is for informational purposes only and should not be considered investment advice.

Past performance is no guarantee of future results. Investing involves risk, including potential loss of principal. Diversification does not ensure against market loss.

S&P 500 Index—Is generally considered representative of the U.S. stock market. Unmanaged index returns assume reinvestment of any and all distributions and, unlike fund returns, do not reflect fees, expenses or sales charges. Investors cannot invest directly in an index.

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