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Gary Tanashian
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Gary Tanashian is proprietor of Biiwii.com. Actionable, hype-free technical, macro economic and sentiment analysis is provided in the premium market report 'Notes From the Rabbit Hole' (http://biiwii.com/wordpress/about-nftrh/). Complimentary analysis and commentary is available at the public... More
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Biiwii.com's Notes From the Rabbit Hole
  • "There is a case for re-rating the emerging markets..." 0 comments
    Sep 2, 2010 10:16 AM | about stocks: TDF, EEM, AFK, BKF
    The NFTRH longer term plan is there for a reason, and the MSM states many of these reasons here with This Time It's Different,  As Emerging Stocks Top World over at Bloomberg.  Reason number #1?  Relative lack of debt burden.  There are many more.

    Look, being contrarian does not mean being inverse to everything.  Then you are simply a trader wise guy (girl).  So go ahead and use the Biiwii as a contrary indicator if you like.  I am bullish the global scenario and looking for further buying opportunities in the coming months and years.  Besides, I have always liked Mobius.  His Templeton Dragon Fund was very good to me once upon a time.

    "Templeton Asset Management Ltd.’s Mark Mobius said in an interview with Bloomberg Radio on Aug. 20 that he’s “very, very confident” buying emerging-market equities because of faster economic growth and lower debt levels than advanced nations."


    Disclosure: No position in TDF, long BKF and AFK
    Themes: emerging markets, mark mobius Stocks: TDF, EEM, AFK, BKF
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