Here's a good review of both sides of the coin for merging markets I read this morning on the ETFdb site.

Emerging Markets Financials Jump to Forefront

What looks interesting to me is the case made for the transition of the workforce from the fields to the cities and the generation of activities and business that ensues. As always, I like to know the risks and those are outlined as well.

This article gives an option to those who believe in the value of financials, but can't get past the headwinds that the developled nations are facing.