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term investors love a down day
PostPosted: Sat 16:15, 10 May 2014
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term investors love a down day. And while there鈥檚 no reason to go all in to emerging markets, the long term narrative is still in place. The emerging markets are [url=http://www.stanthonyshospital.org/stanthonyshospital.asp]Knock Off Oakleys[/url] going to drive world growth for the next two to three years, easily. Apple knows [url=http://www.yula-designs.com/occhiali-da-sole-ray-ban/]Occhiali Ray Ban[/url] it. Everyone knows it.
That this year is starting to look like a replay of 2011 is on a lot of investors minds. Last April, equities sold off and kept selling off throughout the summer double drama hits: the European sovereign debt crisis II and the U.S. debt ceiling debate (stay tuned [url=http://www.developernotes.com/mbtuk.asp]MBT Shoes UK[/url] for Part II later this summer when the U.S. debt limit nears the ceiling once more).
Over the last week, the MSCI Emerging Market index is down by 1.87% while the [url=http://www.staimanmedia.com/staimanmedia.php]fake ray bans uk[/url] SP 500 [url=http://www.detaysoft.com/fakeraybans.asp]Fake Ray Bans for Sale[/url] is down by 0.91%. With inflation largely under control in the big four emerging markets, all eyes will be on the SP. Where the U.S. goes, their will go the rest of the world鈥檚 equity indexes, fund managers are telling me.
This week鈥檚 buy list for the Forbes BRIC Breaker/ ValuEngine portfolio has a few of the same big volume names
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