Just last week I made the case that there would be three key subjects we’d be looking at in 2020.
Gold, interest rates, and the increasing economic impact of climate instability.
Investment Ideas From the Edge of the Bell Curve
When concerned with the global economy, it’s important to look beyond the powerhouses that are often in the spotlight, and to look at the various emerging markets operating just off stage.
Today’s biggest emerging markets (BEMs), include Argentina, Brazil, China, India, Indonesia, Mexico, Poland, South Africa, South Korea and Turkey. Not as big, but still making impact, are Egypt, Iran, Nigeria, Pakistan, Russia, Saudi Arabia, Taiwan, and Thailand.
These countries are likely to influence the world markets in the short- and long-term. Read on to discover the best ways to profit from the meteoric rise.
An emerging market economy is an economy that is progressing toward becoming advanced. This can be seen by the level of liquidity in local debt, equity markets, as well as the existence of a market exchange and a regulatory body.
An emerging market has some of the characteristics of a developed market but does not meet enough standards to be classified as one. These include countries that may have been developed markets in the past or are truly in the running to become one in the future.
How do you spot one? Well, they have a few characteristics.
Firstly, they tend to have a lower-than-average per capita income.
The World Bank defines developing countries as those with either lower or lower middle per capita income of less than US$4,035. Low income is the first important criteria because it provides an incentive for the country to pursue the second identifying characteristic — rapid growth.
Rapid social change then leads to the third characteristic — high volatility. This can come from natural disasters, external price shocks, and domestic price instability.
Such traditional economies that are reliant on agriculture are especially vulnerable to natural disasters, such as earthquakes, tsunamis and droughts.
Emerging markets can also get caught in the wind of volatile currency swings, especially those using the dollar. They are also susceptible to market swings in commodities, such as oil or food. Why? It’s because they don’t have enough power to control or influence these movements.
But if they are successful, rapid growth in an emerging market can also lead to the final, and most exciting characteristic — a higher than average return for investors.
Many developing countries focus on an export-driven strategy. Such a demand isn’t a priority back home, so they produce lower-cost consumer goods to deliver to the developed world.
The companies that fuel this growth profit the most, equalling in higher stock prices for their investors, and a higher return on bonds to cover the additional risk of emerging market companies.
You can see, then, why emerging markets are so attractive to investors.
But be warned — not all emerging markets are good investments.
When doing your research, you need to pick your investments carefully.
When looking at emerging markets, you should only pick markets that have little debt and a growing labour market.
Want to know more? Well, read on. At Fat Tail Daily, we provide you with all the latest news and insights into this area, to keep you well informed and in front of the masses.

By Shae Russell,
Just last week I made the case that there would be three key subjects we’d be looking at in 2020.
Gold, interest rates, and the increasing economic impact of climate instability.

By Ryan Dinse,
The smart fitness industry is a huge potential investing opportunity. It’s the kind of early-stage disruptive trend that can make you a fortune if you choose your picks wisely.

What if we let artificial intelligence (AI) call the shots? This isn’t as far-fetched an idea as you might first think. AI could be the most important exponential trend in the world right now. Both for you as an investor, and for you as a human.
By Shae Russell,
When it comes to understanding the Aussie economy, you can shelve the complicated Reserve Bank of Australia reports.

By Ryan Dinse,
It’s weird isn’t it? That in all the turmoil, financial markets have never been performing better. There’s an old stock market saying that says: markets climb a wall of worry. Which makes sense when you think about it.

By Sam Volkering,
Yep, Sony, the legendary audio company released its very first concept car this week. Now you do need to ask why they would do such a thing… Is Sony about to get into carmaking?
Investment ideas from the edge of the bell curve.
Go beyond conventional investing strategies with unique ideas and actionable opportunities. Our expert editors deliver conviction-led insights to guide your financial journey.
All advice is general in nature and has not taken into account your personal circumstances. Please seek independent financial advice regarding your own situation, or if in doubt about the suitability of an investment.
The value of any investment and the income derived from it can go down as well as up. Never invest more than you can afford to lose and keep in mind the ultimate risk is that you can lose whatever you’ve invested. While useful for detecting patterns, the past is not a guide to future performance. Some figures contained in our reports are forecasts and may not be a reliable indicator of future results. Any actual or potential gains in these reports may not include taxes, brokerage commissions, or associated fees.
Fat Tail Daily is brought to you by the team at Fat Tail Investment Research
Copyright © 2026 Fat Tail Daily | ACN: 117 765 009 / ABN: 33 117 765 009 / ASFL: 323 988