- Japan, China, Russia
Money morning
- Japan
-commodities
- South korea, mexico, china
Schroders
- thrifty three :South Korea, Taiwan, Philipines
- fragile five: India, Indonesia, south Africa, Turkey, Thailand
Andrew Sheng
- Indonesia
Eastspring investments on Malaysia
- oil gas, plantation, selective insurance, telco, construction, industrial and consumer
S.Dali
-Generally positive, B+ for markets for first 6 months at least. Dangers of overshooting on upside which will bring forth volatile trading. Potential correction catalysts are predictable so far. But then again they do not call Black Swans Black Swans if I can see them through normal eyes.
Shah Gilani - We're just rounding up the last stages of this generational bull market's first leg. There will be two more legs higher.
Van R. Hoisington, Lacy H. Hunt, Ph.D.
-The slow nominal growth rate anticipated for 2014 should continue to put downward pressure on the inflation rate as the insufficiency of demand continues to create highly competitive markets. With slower inflation, lower long-term interest rates are a probable outcome.
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