“The goal is superior absolute returns not riding the roller coaster of emerging markets.” Carl Delfeld, Founder & President

EmergingMarket

Trends.com

“The goal is superior absolute returns not riding the roller coaster of emerging markets.”

Carl Delfeld, Founder & President

Emerging market investing is not a fringe area where you can put 5% of your portfolio in an emerging market index fund or ETF and leave it alone.

It is not just about trying to capture economic growth rates three times larger than in America and Europe or seeking stronger currencies, more fiscal discipline and investing in a rising global middle class.

It is bigger than that. It is our era’s dominant investment theme that cuts across all asset classes.

The world is filling in right before our eyes. Is your portfolio keeping pace?

Sharp improvements in technology and communications coupled with economic market reforms are allowing emerging market countries to close the income gap with the West and this will continue for some time. Emerging markets now account for half of global economic growth, 33% of world GDP, and nearly 20% of world stock market value.

Emerging markets need to be at the core of your global strategy because they can make you wealthy if you properly manage the risk and volatility.

Consider these facts. In 1990, mainland China's GDP was roughly equal to that of Taiwan - now it is ten times bigger. Despite all the progress India has made to date, its per capita GDP is still only about $1,000 with plenty of room to grow.

Of the world’s four most populous nations, three are emerging markets, China, India and Indonesia. The Capital Group estimates that 70% of the world’s economic growth over the next 10 years will come from emerging market countries. Even mega multinationals are targeting emerging markets. P&G now derives 32% of total sales from these markets and this is doubling every four years.

Brazil is now has a GDP approaching $2 trillion dollars, ranking eighth in the world, and just this month was upgraded to investment grade status. Turkey's economy is now the 16th largest in the world - just behind South Korea. Indonesia, the third largest democracy in the world, was up 119% in 2009 alone.

But to successfully tap into these opportunities you will need some sharp market intelligence and an experienced hand to help you manage the risks and avoid the roller coaster ride so common in emerging markets investing.

You need to identify trends, manage the risk, understand the financial economic and political issues that affect these markets.

You need an experienced and independent guide.

While Carl is a confident believer in investing in the theme of Asia & emerging market growth, he has respect for markets, understands the risks and has developed a strategy to deal with it. Riding the roller coaster of emerging markets is not the goal. Superior absolute returns is the mission.

Experience counts and you would be hard pressed to find someone with more than Carl Delfeld.

Carl has been following emerging markets for over 20 years, is a Forbes Asia columnist, has been an international ETF specialist since 2002 and author of four books on ETF global investing such as “The New Global Investor” and “ETF Investing Around the World”, and has been the publisher of Chartwell ETF since 2003.

He also served on the board of directors of the Asian Development Bank leading investment missions through emerging Asia, was an international banker and broker in Tokyo, Hong Kong and Sydney, was a consultant to the U.S. Treasury on emerging financial markets and an international economist with the U.S. Congress. He also studied in Japan and learned Japanese at Harvard University while earning a Masters Degree from the Fletcher School of Law & Diplomacy.

Carl’s average annual return on his Chartwell ETF picks since January 2003 is 17.2%. He successfully avoided the 2008 global market down turn and ended the year with gains, not losses.

He is also independent and can make his calls without bowing to corporate pressure or office politics. His goal is to earn positive returns not beat some global index when it is down 20%.

Instead of just a series of stock picks, Carl gives you a portfolio of ETFs covering not just large cap equities but emerging market currencies, bonds, sectors, small caps and even ETFs that move opposite markets when his trading signals forecast a pullback.

Here is what you will receive as a member of Emerging Market Trends.

You will receive the monthly Emerging Market Trends Report with updates on specific emerging markets and the events and trends that drive them them. In-depth articles on regional markets, sectors and investment themes that will keep you ahead of the curve.

In addition, members will benefit from the Emerging Markets Balanced and Focused portfolios made up of allocations to 10-15 exchange-traded funds (ETFs) with specific cash recommendations and even ETFs that move opposite markets as hedge positions. You will also receive portfolio updates by email when portfolio changes are made.

Members that join now will also receive as a bonus the Emerging Markets 20 portfolio made up of twenty companies focused on growing with Asia & emerging markets.

Some members subscribe purely for the intelligence on emerging markets presented in an easy to read, interesting and concise manner. ETFs for the Emerging Markets portfolios are selected using a momentum led, valuation check model which balances momentum as shown by the moving averages and fund flow data with price to earnings, price to book, price to cash flow and other valuation indicators. For international markets, political and other factors come into play with the goal of building well-diversified folios.

To sign up for an annual membership to Emerging Market Trends, please send a check for $5,000 (equivalent of 0.5% annual fee of $1 MM portfolio) to:

Chartwell Partners, 8430 Lauralwood, Colorado Springs, CO 80919

Act now and receive as a bonus the weekly ETF Pick of the Week service and Carl’s latest ebook “Passport to ETF Profits”. Please include your phone number and email address.

To contact Carl Delfeld directly, call 719.264.1503.

To send Carl an email or to request “The Case for Emerging Markets” presentation, Click here.