Emerging-Market Stocks: How Much Is Too Much? - BusinessWeek

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A lot of pundits are recommending investing a greater share of the portfolio in Emerging Markets. The article below debates the crucial issue of how much of your portfolio should be in EMs.

Emerging-Market Stocks: How Much Is Too Much? - BusinessWeek: "Financial advisers say the past year has made it clear that emerging-market stocks are actually much less risky than once feared. Keith Amburgey, chief investment officer at Rutherford Asset Planning in Cresskill, N.J., says he has doubled his typical portfolio's emerging-market exposure in the past year, from 5 percent to 10 percent.

'A lot of the emerging markets have emerged,' he says. Amburgey notes that many emerging economies have better economic fundamentals—especially lower debt levels and faster economic growth—than developed economies."

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