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Nihar Dalal  

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  • The Big Call: U.S. Or Non-U.S. Assets [View article]
    Keith, the move out of emerging market bonds definitely appears to be related to US yields. The pressure on EM stocks appears to be related to a slowdown in global growth and the softening of commodity prices.

    Skip, the UUP might stand to benefit from the demand for US assets not just among EM investors but among investors in developed world as well.
    Jun 30, 2013. 05:17 PM | Likes Like |Link to Comment
  • The Big Call: U.S. Or Non-U.S. Assets [View article]
    The US Dollar, I believe, could be one of the most important story in the coming years.
    Jun 28, 2013. 05:22 PM | Likes Like |Link to Comment
  • The Big Call: U.S. Or Non-U.S. Assets [View article]
    Copper would be more exposed to the fortunes of the emerging markets and that could prove to a strong headwind.
    Jun 28, 2013. 04:51 PM | Likes Like |Link to Comment
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