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Gary Tanashian
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Gary Tanashian is proprietor of and Actionable, hype-free technical, macro economic and sentiment analysis is provided in the premium market report 'Notes From the Rabbit Hole' ( Complimentary analysis and commentary is available at the... More
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  • "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

    Stocks: TDF, EEM, AFK, BKF
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