Emerging Markets

The european banks did have a run, but i think they have plenty of room to run even further as we get into the second half of the year. So in emerging x china, you want india, a, e t f, i, n d a its the i shares india fund ook. The fact that the rupee is something that's actually been holding in against the dollar. I'm less concerned about the property market. To me, the move in china and the e m is all about the regulators and the heavy hand in ch China.