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  • 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.
    Jan 01 07:12 am |Rating: 0 0 |Link to Comment
  • 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...
    Jan 01 06:56 am |Rating: 0 0 |Link to Comment
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