(This is not Turtle Trader or Trend Following blog. All stock and strategy mentioned in this blog do not represent buy or sell. This is my digital diary to express my thoughts and opinions about the world of investing. Ultimately, you will be responsible for your own decision. Please consult your investment adviser before taking any investment position).
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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