Ние може ли да кажем, че сме ЕМ 
No. The “shoe-shine story” was apparently more than 12 months before the collapse. These stories tell you the quadrant of a clock, not the hour. With Global GDP data so strong and few central banks tightening in 2017, it’s a happy place for now (late 2018 on the other hand may be another matter).
So where do you go? European Equities; cyclicals; banks; Emerging Markets (EM); Japan; Hong Kong. These are all the markets that froth at the end of a cycle – some could go up 20-30% from here in a very short period of time (EM did 27% in 2006 and backed it up with 37% in 2007, even as other indicators were flashing red). That’s generally what happens at the end of a cycle.

No. The “shoe-shine story” was apparently more than 12 months before the collapse. These stories tell you the quadrant of a clock, not the hour. With Global GDP data so strong and few central banks tightening in 2017, it’s a happy place for now (late 2018 on the other hand may be another matter).
So where do you go? European Equities; cyclicals; banks; Emerging Markets (EM); Japan; Hong Kong. These are all the markets that froth at the end of a cycle – some could go up 20-30% from here in a very short period of time (EM did 27% in 2006 and backed it up with 37% in 2007, even as other indicators were flashing red). That’s generally what happens at the end of a cycle.
Първоначално изпратено от Minka
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