(Bloomberg) -- Emerging markets are poised to extend their biggest rally in a decade as investors borrow dollars to buy stocks, bonds and currencies in the world’s fastest growing economies, according to Arnab Das of Roubini Global Economics. Investors should take “overweight” positions in developing-nation assets, said Das, the London-based head of market research and strategy at RGE, the research and advisory firm founded by economist Nouriel Roubini. While emerging markets will have “occasional corrections,” the surge in asset prices “has many legs to go,” Das said in an interview.
http://www.bloomberg.com/apps/news?pid=newsarchive&sid=aXZMYXqR9lII
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http://www.bloomberg.com/apps/news?pid=newsarchive&sid=a8fc.G.WUIP8
Blog milik Andri Zakarias Siregar, Analis, Trader, Investor & Trainer (Fundamental/Technical/Flowtist/Bandarmologi: Saham/FX/Commodity), berpengalaman 14 tahun. Narasumber: Berita 1 First Media, Channel 95 MNC(Indovision), MetroTV, ANTV, Bloomberg BusinessWeek, Investor Today, Tempo, Trust, Media Indonesia, Bisnis Indonesia, Seputar Indonesia, Kontan, Harian Jakarta, PasFM, Inilah.com, AATI-IFTA *** Semoga analisa CTA & informasi bermanfaat. Happy Zhuan & Success Trading. Good Luck.
Thursday, November 5, 2009
Roubini’s Das Is Emerging-Market Bull on Carry Trade
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