On International Market Watch Mikio Kumada, Executive Director at LGT Capital Partners in Hong Kong discusses:
- signs of tapering in September
- positioning for tapering
- EM slowdown balanced by G7 return to growth
- implications of a sustained fall in the Indian Rupee on the region
- PMI data from G7 moving in tandem
- Marc Faber's prediction of a market crash
May be there are some more to bottom up but EM now is not going to be like 97/09 crisis.
2013-08-24 10:11
charan das
not clear
2013-08-23 23:40