Emerging markets could be the best opportunity for 2021. But they have been primarily slept on and ignored by American investors. Around less than 5% of American investors have any emerging market exposure in their portfolios at all.
So why this year, more than other years, should we consider emerging markets?
For one, there are macro-level tailwinds for the U.S. Dollar. With trillions in economic stimulus seemingly imminent, all-time low-interest rates, American debt endlessly ballooning, and inflation possibly returning by H2 2021, the U.S. Dollar, which has already been plummeting since mid-March 2020, could continue to fall.