The brutal market sell-off in emerging markets has led many to doubt their importance in the global economy. But Horacio Marquez says the ‘right’ countries in Latin America will thrive in the New Year. Top of the class is Brazil, but Horacio also sees good opportunities in Chile and Mexico.

Copper prices have fallen off a cliff since June, and not even China’s massive stimulus has bucked the trend. But Sara Nunnally says one Chilean mining firm is still planning a major expansion in production over the coming years. This could mean big profits for the company’s three major financial backers (AAUK, XTA, MITSY)… provided they survive the current commodity slump.

Emerging markets economies are investing in other emerging markets, says Sara Nunally on Taipan’s Emerging Markets blog. China’s massive sovereign wealth fund, China Investment Corp., recently signed a deal to invest in Chile. Emerging market nations are even now investing in developed nations. Yet another reason, says Sara, for investors to keep emerging markets on their radar…