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By Don Dion

I don't buy the optimism on China, but Poland looks attractive.

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ETFs to Play El-Erian's Forecast (RealMoney.com $)

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Investors increased their bets on emerging markets.

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Dow Jones S&P 500 NASDAQ 10-Year Note
10,388.90 1,105.98 2,194.35 34.83
Oil *
77.74
UP
22.75
UP
6.06
UP
21.21
UP
1.03
10 Yr
3.48%
SPDR Gold
113.75
+0.22%
+0.55%
+0.98%
+3.05%
Data delayed 20 minutes

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