Tuesday, June 23, 2009

B(R??) I C still the best place to be?


3 out of 4 BRIC are still the best place to be in terms of growth. I believe Asia Pacific as well but I could not find my reading source in term of % growth rate. I still believe emerging markets growth story. It will be the source of globla growth while the advanced countries are wounded. I do not believe globalization is dead, sooner or later, emerging markets will have spill over effects on advanced countries(when their currencies are cheap enough, strangely). If I can find time over the weekend, I will elaborate further.

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