GO
Loading...

Fund Manager: Emerging Markets Will Return

Friday, 2 Mar 2007 | 4:07 PM ET

Is now a good time for investors to rethink their international strategies? John Praveen, Chief Investment Strategist at Prudential International Advisors and Reiner Triltsch, head manager of the U.S. Trust Excelsior Funds, joined "Street Sign’s" Erin Burnett this afternoon to take a closer look at current investment opportunities abroad.

Praveen believes the markets were due for a healthy correction and sees emerging markets returning after the initial instability. “It will take a few more days and perhaps a week or two for markets to stabilize”, said Praveen. He likes global healthcare, telecom and energy and believes Eastern Europe continues to offer value. “I would not write off emerging markets”, said Praveen.

Reiner Triltsch has been neutral on emerging markets for the past year and chooses companies that will do well in times of stress. Triltsch says the “international markets are going to perform relatively well compared to the U.S.”. He believes companies like Cadbury-Schweppes and Adidas are undervalued and that international markets are cheaper in comparison to the U.S.

International Strategy
Rethinking U.S. investors' international investing strategy, with John Praveen, Prudential International Investment Advisers chief investment strategist; Reiner Triltsch, US Trust/ Excelsior International Fund head of international investing, portfolio manager and CNBC's Erin Burnett

Contact

  • Showtimes

    United States
    Monday - Friday 2:00P ET
    Europe
    Monday - Friday 20:00 CET
    Asia
    Tuesday - Saturday 02:00 SIN/HK
    Australia
    Tuesday - Saturday 04:00 SYD
    New Zealand
    Tuesday - Saturday 06:00 NZ
  • Brian Sullivan is co-anchor of CNBC's "Street Signs."

  • Co-anchor of CNBC's "Street Signs," Amanda Drury is based at the network's global headquarters in Englewood Cliffs, N.J.