LJ

Hedge Funds See Best Prospects in Emerging Markets

We are now living in (or heading to) the winter time of the Kondratieff long wave cycle. If Kondratieff's economic model is as predictive as it used to be, this era tends to favor low-value-added assets. Low-value-added assets are predominately the products of the less-developed emerging economies. During this transition, the developed countries will continue to deplete the resources of the third world countries because of their greed. It will be interesting to see how long they can defy the gravity of fundamentals.

Commoditizing the 'Decoupling Theory'

Also, according to the following article, the interbank lending rates in Asia remains low. There is no sign of liquidity crunch in the Asian economy:

news.google.com/news/u...