"Inflationary fears and the desire to generate higher returns in non-dollar assets should boost BRIC stocks (Brazil, Russia, India and China)," says Chuck Carlson in his The DRIP Investor.
"Despite the run-up this year, BRIC stock markets are still reasonably valued. Russia, India, and Brazil all trade at price/earnings ratios similar to the U.S.
"And while China's stock market does trade at a premium to the U.S., China's economic growth will swamp that of the U.S. this year and for the foreseeable future.



