Emerging Markets Ready to Re-emerge - Barron's [View article]
Perhaps El-Erian has been drinking from the same Kool-Aid cup that Bill Gross was drinking from after the Fannie Freddie bail out, when he stated that the Cat 4 economic storm had been downgraded to a Tropical Storm. Every interview I have seen featuring El Erian in the past two weeks suggested that global conditions will continue very weak into 2009 and beyond. Exports are key to most emerging economies - exactly where will they be exporting to, the US and Europe?
Emerging Markets Ready to Re-emerge - Barron's [View article]
online.barrons.com/art...?
-Washington Post on emerging markets: Sept 13
www.washingtonpost.com...
-Marc Faber on emerging markets Sept 26
www.bloomberg.com/avp/...
-EMM Chart 5 year
tinyurl.com/4h58qd
Emerging Markets Ready to Re-emerge - Barron's [View article]