April 10, 2012

On Emerging Countries


Recently, my new article on emerging countries was published on Seeking Alpha. I shared my expectations on China, India, Brazil, Russia, South Africa, Turkey, and Mexico, respectively and made some forecast in point of view of growth, inflation and other macroeconomic indicators. In brief, Brazil is the country, which I think is a good buy, while South Africa unlikely to meets the expectations, in my opinion.

You can read the whole article here

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