With a huge caveat that I am way out of my domain of expertise when I start talking about international stocks, I want to share my thinking as to why I believe now is a great time to increase equity exposure to emerging markets. I haven't ever shared this sentiment before publicly, though I have conveyed my bullishness very recently to my clients (investment advisors). I haven't yet done anything about it in my Top 20 Model Portfolio, but I am considering it (through ETFs). Why?
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