Email of the day 1
Comment of the Day

February 10 2014

Commentary by David Fuller

Email of the day 1

On the Deutsche Bank report and emerging markets:

“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.”

David Fuller's view

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.

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