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Roger Nusbaum's
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big macro-wise, I agree. i have had one Brazilian stock throughout. I expect to own china again in the next six months or so, certainly withing a year. Ideally i would like to see our cycle end and buy when visibility for the next cycle starting shows itself.
Dec 02 20:47 pm
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All Comments by Roger Nusbaum »Have China Stocks Already Burst? [View article]