Emerging Markets Stocks to Rise 32% More, Garner Says - Bloomberg
Emerging Markets Stocks to Rise 32% More, Garner Says Bloomberg Still, the brokerage reduced its equity allocation in its recommended investment portfolio, saying the global economic recovery may face a “setback” in the short term. “Our revised base case earnings forecast trajectory is for a slightly shallower and ... |
Source: bloomberg.com
Comments
Simon James, Gore Browne Investment Management, 2009-06-19 10:34:32
Not sure about the numbers, but we agree that emerging markets investments should be included in growth portfolios. Developed economies have overspent in the recent past and must now balance their accounts, which will cause below par demand growth, particularly in anglo-saxon economies, for the next few years.