AlexS

Asia: The Mother of All Incumbent Advantages

They said we were so worried about Japan in the 80s and look what happened. But I would point out that GM and Chrysler have gone under, Toyota and Honda are doing very well. So did we really worry about nothing?

Harvard's Endowment Stocks Up on Emerging Market ETFs

Well if it was cutting its stake in the overall emerging markets and increasing its stake in a bunch of individual emerging markets it's difficult to see where this is an indication of anything other than perhaps boredom.