Vikram Saxena

Global Decoupling: Distinguishing Between Economies and Markets

Thanks for your thoughts Clive (I have your book and get your daily mailings).

The frontier markets are going to be the emerging markets of the last decade. As long as you are selective about where you go, there is a strong chance of out-sized returns as these markets are discovered. Of course out-sized returns come with the risk of out-sized losses. Loose but firm stop levels, is what you definitely need with these markets.

Look at the Indian market today. If you had bought some index options last week, you might as well be ready to retire today :).


On May 18 09:43 AM morph366 wrote:

> One thing to remember about being a pioneer in a "frontier market"
> - you might end up with an arrow in your back :-)

What's Behind the Slide in Oil and Commodities?

Missed the Key: That Tricky/ECB hinted that they were done with the rate hikes due to the rapid decline in the Euro zone economy. This is likely to end Euro's run against the USD, which will also gain from the end of the Bush era. Plus the $150 spike target was almost met, and July it traditionally a slow month for oil.

The key is where it bottoms. Does it stay firmly above $120 or does it test $100.