In your interest.
Online Personal Finance Magazine
No beating about the bush.
There will come a time when emerging markets will have emerged. Has that time come?
In our November 23 issue, we had pointed out that “if the US market sneezes, the emerging market will have a large attack of bronchitis. Or so goes the conventional wisdom. Well, conventional wisdom may be wrong”. By saying that there was a permanent change somewhere, we may have sounded as if we were making a...
Commodities are sharply down, while the Bond King expects four rate cuts this year. Both are bullish factors for emerging market equities
While valuations remain a matter of concern, investors in emerging markets may have two more reasons to be bullish. One is the recent massive sell-off in the commodity markets, most significantly metals and energy. Copper futures have dropped more than 20%...
Your belief in the long-term growth of India has nothing to do with what to expect in the short term
over the past three years, the Sensex has gone up 11.62%, 40% and 43%, respectively. What lies in store for 2007? A few months ago, ASSOCHAM, an industry mouthpiece, surveyed India’s CEOs, merchant bankers and fund managers about market prospects for 2007. Some 72% of them felt that “the...