The emerging markets story is now a full blow investment theme.  The underlying strength in the economies of Brazil, India and China have been a salve for investors seeking economic growth in a world bereft of growth.  That being said there is still a great deal of work to be done to bring these economies up to developed nation status.  Not surprisingly analysts and investors focus on these infrastructure needs as an investment theme.

While many investors focus on companies that could benefit from increased infrastructure activity another way to play this theme is via debt as well.  A series of new funds now allow investors to purchase local-currency denominated debt in the emerging markets.  Like equities, this performance will be dependent on the continued success of these economies, but at least it provides another way for investors to access these growing markets.  In tooday’s screencast we note some of the options investors have in this area.

Posts mentioned in the above screencast:

Why are Brazil, China and India rebounding faster than the US?  (Real Time Economics)

The emerging markets infrastructure play.  (Fortune)

Weekly chart of the PowerShares Emerging Markets Infrastructure ETF (PXR).  (Finviz)

WisdomTree plans a Brazil bond ETF.  (IndexUniverse)

Daily chart of the WisdomTree Emerging Markets Local Bond ETF (ELD).  (Finviz)

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

Please see disclosures here.

Please see the Terms & Conditions page for a full disclaimer.