Seeking Alpha

"Contrarians should start buying emerging markets (EEM, DEM, VWO) and think about global energy...

"Contrarians should start buying emerging markets (EEM, DEM, VWO) and think about global energy (XLE) and material companies (XLB) and commodities (DBC)," says BAML's John Bilton, noting a "marked uptick" in concern about China (FXI, CAF) in his firm's latest fund manger survey. One-in-four now consider a Chinese hard landing as the biggest risk to their investment. Where respondents are not fearful? Japan (EWJ, DXJ). (previous)
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Comments (4)
  • Jason Burack
    , contributor
    Comments (1814) | Send Message
     
    More QE is probably coming from the Fed, etc by the end of the year. I think tapering off or ending QE is all BS. The US Dollar is strengthening too quickly against G7 currencies.
    14 May 2013, 11:59 AM Reply Like
  • Oriental Trader
    , contributor
    Comments (67) | Send Message
     
    Strongly agree. QE will be exited, but not so fast and USD strength now is rather overdone.
    15 May 2013, 09:45 AM Reply Like
  • Jason Burack
    , contributor
    Comments (1814) | Send Message
     
    Another contrarian indicator the bottom is close for precious metals, etc. Nearly every hedge fund is short and liquidating longs.
    14 May 2013, 02:25 PM Reply Like
  • Oriental Trader
    , contributor
    Comments (67) | Send Message
     
    Do you have any link for that? I would like to see it!
    15 May 2013, 09:45 AM Reply Like
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