jeff everett is founder and portfolio manager at everkey global partners. always nice to see you, jeff, welcome back. >> thank you. >> tom: so you have found emerging market companies are providing much bigger profit margins for investors, like yourself, than developed markets, some household names here in the u.s. why is that? >> higher profitability in terms of return on equity, a better balance sheet-- less debt. comes from the fact that they're run very, very efficiently. they have low-cost factors of production, not just low waejs, but they also have cheaper engineers, cheaper designers, and the entire process is streamlined to suchave agree that they can develop better profits and generate better profit growth with the same revenue growth than developed market companies. >> tom: is the trajectory sustainable? >> it is sustainable, and one of the great myths of this crisis is that emerging market companies and economies, as you've been talking about all week are, more vulnerable. we did not see one currency topple over completely, as we did in the asian