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US Recession Call Trickier Than Ever
Bloomberg Businessweek
Investing in Emerging Markets Is Not Fair to Be Bullish but You Can Buy the Same Thing Without China
It is fair to say that being bullish on this area requires you to have faith in the chinese government. Emerging markets governments are volatile and it really doesn't matter what form of government you had if the leader goes crazy then you might you may be in trouble but here's what's exciting about this story um let's move beyond the china part. The growth there over the next decade is going to be stunning well and as a result we're looking at some very interesting investment opportunities for our clients.
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