The Next Big Trade - Dan Rasmussen on When It’s Time for Small-Value Stocks
Real Vision: Finance & Investing
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Are We in a Crisis Right Now?
In emerging markets, we define a crisis as a 50% drawdown in that country's equity market. Russia, Turkey, Poland, China, Malaysia have already crossed that threshold. And I think spreads will cross that point sometime soon. So people can start thinking about what am I going to do? Right?
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