DVYE - Emerging Markets Are Breaking Out: Here's How To Play It

• No single year forecast from me, but a strong ten year forecast that emerging markets will outperform the US; I have suggestions on how to play it.
• The US and emerging markets alternate in leadership over long cycles with the direction of the dollar being important in the shorter term while superior growth helps EM long term.
• Emerging markets value and small cap stocks are now the cheapest asset class while US Large Caps are the most expensive. Both are priced for reversal.
• Charts suggest a breakout for EM is now underway and profit forecast squiggle charts now point up.
• I own Alibaba for rapid growth but more strongly recommend four ETFs which are dirt cheap and also offer both strong growth prospects and high dividend yields.

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