PA ANALYSIS GEM stock value not country surpluses
The concept of describing emerging markets as acronyms may work well for economic analysis but it is stock valuations that are key to GEM investing right now.
Mint
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PA OPINION Where are we in the cycle right now
It seems wherever one turns there are contradictory messages about where we are in the economic cycle‚ and which asset class we should be favouring.
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EMs in anything but Mint condition
New year, new acronym. But is ‘Mint’ really such a breath of fresh air, or just another waft of hot air?