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Decoupaling
when some one first told me about decoupling I was a bit sceptic about the idea, but if last one year's returns of market are any indication then people chempioning the idea may have a point. S&P 500 is more or less flat year to date where as India and China are up more then 50% year to date.
Though one year may be too shout a time to judge wether decoupling has any substance or just one more theary which will not hold tru in long term. At the same time whatever we have seen in last one year seem to suggest that probebly in the long run also some of these emerging markets will out perform the developed countries.
One reasone can be the head room which is available to grow for emerging markets, when compaired with the world.

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