Why do you see suddenly fresh capital inflow to emerging markets?
http://online.wsj.com/article/BT-CO-20090925-707144.html
Emerging Market Stock, Bond Funds Hit Fresh Inflow Highs –EPFR
Funds dedicated to global emerging markets stocks hit a 39-week high after they received $2.07 billion in inflows in the week to Sept. 23, fund tracker EPFR Global said.
So far this year, global emerging market equity funds have received $18.2 billion in inflows. That compares to outflows of $12.2 billion in the same period last year, EPFR said.
"investors looking for Asian exposure continued to broaden their net in late September," EFPR said.

