Contrarian Investment Strategies

Apparently, HSBC thinks emerging market currencies are oversold (and I agree with the basic thesis since US rates are likely to remain low for a long time): 

http://www.bloomberg.com/news/2014-02-10/traders-crying-over-losses-missing-hsbc-s-bargains-currencies.html

Also, the wealthy are starting to reinvest in assets of emerging markets: 

http://www.bloomberg.com/news/2014-02-09/coutts-says-emerging-market-crisis-talk-as-wealthy-buy.html