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While US stock markets have punched through what appeared to be a double top made at the beginning of November (“Top Gun FP Client Note: Double Top”, originally sent November 22, 2010), BRIC stock markets – excluding Russia – have…
Source: “Wish You Were Here”, Barron’s, January 9
For the medium term, I’d avoid emerging markets because of the froth there. – Chris Zook, Chief Investment Officer, CAZ Investments What we’re living through now is something of epic proportions. – Alan Conway, Head of Emerging Market Equities, Schroders,…
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If investors in New York and London are seeing the first delicate signs of a recovery, their counterparts in developing countries say they are witnessing a full-on spring. After a crushing fall in the last year and a half, stock…