The Tech Trends of 2012: Why Emerging Markets Are Saving Your Portfolio
The following video is part of our "Motley Fool Conversations" series, in which Eric Bleeker, senior technology editor, and Jeremy Phillips, CTO, discuss topics around the investing world.
In today's edition, Eric and Jeremy continue their rundown of tech trends for 2012 by looking at the explosive rates of growth that technology companies are seeing in emerging markets. There are two important reasons emerging markets are seeing so much growth.
First, technology continues getting cheaper: PC prices continue on their downward march, and smartphones bring a PC-like experience at prices that can fall below $100. Second, incomes continue rising: In countries like China, income is being distributed across a wider swath of the population, giving more consumers the discretionary income to afford a relative luxury like technology products.
Eric says the most important part to monitoring emerging markets is keying in on companies that provide detailed figure on how much impact emerging markets are having. Apple has increased the amount of details it gives on emerging-market growth in recent conference calls, as has Intel. Any company can trumpet growth in these regions, but understanding the size of the opportunity and how established the companies are in these markets is important as well.
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At the time this article was published Eric Bleeker and Jeremy Phillips own shares of NVIDIA. The Motley Fool owns shares of Apple, Intel, and Marvell Technology and has bought calls on Intel.Motley Fool newsletter services recommendbuying shares of Apple and NVIDIA and creating a bull call spread position in Intel. Try any of our Foolish newsletter servicesfree for 30 days. We Fools don't all hold the same opinions, but we all believe thatconsidering a diverse range of insightsmakes us better investors. The Motley Fool has adisclosure policy.