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BRICK will outperform later this year, CAF at 1% premium
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BRICK will outperform later this year, CAF at 1% premium# Stock
a*1
1
Not too late to get in.
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k*a
2
China GDP<8% is virtually recession .... avoid. Corruption fighting is also
going to cost growth.
China slowing down means whole BRIC is having trouble due to others are
resource exporter.
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a*1
3
Your reasons was solid at the start of the year 2013 and explained 15%
lagging for emerging market compared to US market YTD. What I am saying is
emerging market is going to catch up from now to the year end.

also

【在 k*****a 的大作中提到】
: China GDP<8% is virtually recession .... avoid. Corruption fighting is also
: going to cost growth.
: China slowing down means whole BRIC is having trouble due to others are
: resource exporter.

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f*9
4
bought 10% CAF. The trend looks good to me,
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a*1
5
10% of your whole portfolio or 10% of your target amount?

【在 f**********9 的大作中提到】
: bought 10% CAF. The trend looks good to me,
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f*9
6
10% of the whole portfolio.
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a*1
7
Gutsy girl. Good for you and wish you the best.

【在 f**********9 的大作中提到】
: 10% of the whole portfolio.
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B*r
8
FXI 20%
CAF 7%
EWZ 8%
RSX 5%
VEMAX 23%
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a*1
9
Concentrated emerging market investment with 25% in China. Bravo.

【在 B**********r 的大作中提到】
: FXI 20%
: CAF 7%
: EWZ 8%
: RSX 5%
: VEMAX 23%

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B*r
10
我和30亿BRICK绑在一起,不是一个正在相对衰退的未来二流国家的3亿。

【在 a*****1 的大作中提到】
: Concentrated emerging market investment with 25% in China. Bravo.
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a*1
11
CAF 2% premium now.

【在 a*****1 的大作中提到】
: Not too late to get in.
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B*r
12
Last night NAV should have been up slightly, to around $23.50.

【在 a*****1 的大作中提到】
: CAF 2% premium now.
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