Emerging Market Outlook Gloomy Through Mid-2009 [View article]
Russia I think is a good example, now that oil is below $50 dollars, and the credit markets are tight, how are they going to develop new oil fields? Other sectors of the economy are just not competitive.
India Unraveling: Stay Short Emerging Markets [View article]
I had a beer the other day in New York with a guy who worked of a hedge fund investing in India, they had just closed their doors, and no good bye check. But at some point the value must be there, I just wonder when...
Emerging Market Outlook Gloomy Through Mid-2009 [View article]
India Unraveling: Stay Short Emerging Markets [View article]