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Fast Money DisclaimerFast Money BiosAbout Fast MoneyRapid RecapFast Money Home
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Mar.31
6:34 PM ET

When the market cratered back in November there was one question on almost every trader’s mind; which sector will lead us out of this mess?

Some cried tech while others shouted pharma, but before you could say bear market bounce – the one area that surged higher was emerging markets.

That’s right we said emerging markets. Don’t believe us? Perhaps this statistic will change your mind.

Since the November lows, the emerging markets ETF [EEM  Loading...      ()   ] has charged up about 27%!

What’s behind the gush? It’s the thirst for growth of any kind, anywhere. And investors are finding it in EM. Don’t believe us, again? Here’s another little statistic.

Although the world bank predicts the global economy will shrink by 1.7% in 2009, it also believes China and India will be one of the few bright spots, anywhere.

Justin Lin, the World Bank's chief economist and a senior vice president, said that China and India would continue to fuel growth in the developing world.

Considering two emerging nations offer rays of hope when the developed world remains in the thick of crisis, what’s the trade?

For insights we turned to Tim Seymour, Fast Money's emerging markets trader. He suggests putting three stocks on your radar. They follow:

Company                                                       Symbol
Wimm-Bill Dann Foods            [WBD  Loading...      ()   ]
FEMSA                                [FMX  Loading...      ()   ] 
Perdigao                              [PDA  Loading...      ()   ]

Focus on parts of emerging markets that you can feel confident about for the long-term, counsels the Ambassador. And that's consumer names. Unlike other areas of EM, the consumer names shouldn't get caught up in commodity runs.

Also per capita GDP in emerging nations is well below the developed world. As the middle class emerges and people climb up the ladder of success the stocks mentioned above should climb too.

What do you think? Tell us now!



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Got something to say? Send us an e-mail at and your comment might be posted on the Rapid Recap! Prefer to keep it between us? You can still send questions and comments to .

Trader disclosure: On Mar. 31st, 2009, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders; Macke Owns (GS), (SDS), (AAPL), (POT), (MOS), (SDS); Macke Is Short (BRK.s); Adami Owns (AGU), (C), (GS), (INTC), (MSFT), (NUE), (BTU); Seymour Owns (AAPL), (BAC), (FXI), (FCX), (TSO), (EEM), (TTM), (WBD); Najarian Owns (AAPL) Call Spread; Najarian Owns (BNI) Call Spread; Najarian Owns (HUM) Call Spread; Najarian Owns (MS) Call Spread; Najarian Owns (NTRS) Call Spread; Najarian Owns (PALM) & (PALM) Calls; Najarian Owns (POT) Call Spread; Najarian Owns (XHB) Call Spread; Najarian Owns (RIO) Calls; Najarian Owns (VCLK) Calls


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