Seeking Alpha

Emerging markets? Get out, says Goldman

Comments (9)
  • 1980XLS
    , contributor
    Comments (3314) | Send Message
     
    Sounds like they're buying.
    23 Dec 2013, 09:05 AM Reply Like
  • Golongson
    , contributor
    Comment (1) | Send Message
     
    Yes you are right. Mostly they play it along US govt view irrespective of the investment situation
    28 Dec 2013, 06:33 AM Reply Like
  • deercreekvols
    , contributor
    Comments (5137) | Send Message
     
    This is the Nokia downgrade all over again. Goldman Sachs stamped a "don't buy" on Nokia and downgraded the stock back some time ago. Goldman Sachs bought 63M shares of Nokia while telling its clients and the business world that NOK was a "don't buy."

     

    To say there are trust issues with GS and it ratings is an understatement.
    23 Dec 2013, 09:09 AM Reply Like
  • leopardtrader
    , contributor
    Comments (860) | Send Message
     
    I dont believe GS is right on the money here. Market action since tapering clearly shows the "talked about" adverse impact is overblown. Because such fears have been clearly priced into for months..there is opportunity for snap back short covering rally in Emerging markets asset classes
    23 Dec 2013, 09:14 AM Reply Like
  • MRL1983
    , contributor
    Comments (61) | Send Message
     
    As a contrarian of course when I hear prognostications like this I feel inclined to do the opposite. When its GS giving me their prediction, I feel even stronger in a contrarian trade.
    23 Dec 2013, 09:16 AM Reply Like
  • alexorjona1
    , contributor
    Comment (1) | Send Message
     
    Thank you GS for once again trying to help out your counterparties in the investing arena chess game
    23 Dec 2013, 10:33 AM Reply Like
  • xrodd
    , contributor
    Comments (5) | Send Message
     
    Another note of disbelief:
    If its not time to buy why isnt it time to buy the bear side like EDZ
    23 Dec 2013, 09:43 PM Reply Like
  • Land of Milk and Honey
    , contributor
    Comments (3473) | Send Message
     
    Tricky generalization they're giving. The details contradict their own headline.

     

    >>
    ""moderate" tolerance for risk should cut exposure by a third - from 9% to 6%."
    And
    "fast growth in EM from 2003-2007"

     

    3% drop on medium risk portfolios is hardly "getting out". Meanwhile, long term higher risk tolerant portfolios, they're lack of comment implies staying

     

    Who's in it for that superfast growth? It's diversity! And some decent growth.
    23 Dec 2013, 10:20 PM Reply Like
  • Jim_5
    , contributor
    Comments (28) | Send Message
     
    Does anyone have a link to the Goldman Sachs report? I cannot locate it myself.
    27 Dec 2013, 01:42 PM Reply Like
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