“If the Deutsche Bank report from a few days ago is at all accurate investors should be salivating. Poor medium term performance way overstepping slowing economic performance has opened the emerging market opportunity door.
“I certainly respect Mr Mobius but trust the charts more. I am looking for evidence of a change in relative strength to tell me what to do.”
Thanks for your thoughts on this. I am in general agreement but I would assess the emerging markets individually. Your point about relative strength is hugely important, particularly over at least a few weeks, to reveal investment buying rather than just short covering.Back to top