India Unraveling: Stay Short Emerging Markets [View article]
I salute Rakesk for not only giving logical well researched view but acting on it [short EEM]. There is now a flood of bullish calls for a turn around in 2009 [in SA, everywhere you look] -- on balance I place more weight on Rakesh's opinions unless the markets show otherwise.
India Unraveling: Stay Short Emerging Markets [View article]
Global Stock Markets: Going Nowhere Fast [View article]