a*****1
发帖数: 3134 | |
k*****a
发帖数: 1463 | 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. |
a*****1
发帖数: 3134 | 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.
|
f**********9
发帖数: 515 | 4 bought 10% CAF. The trend looks good to me, |
a*****1
发帖数: 3134 | 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,
|
f**********9
发帖数: 515 | 6 10% of the whole portfolio. |
a*****1
发帖数: 3134 | 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.
|
B**********r
发帖数: 7517 | 8 FXI 20%
CAF 7%
EWZ 8%
RSX 5%
VEMAX 23% |
a*****1
发帖数: 3134 | 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%
|
B**********r
发帖数: 7517 | 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.
|
a*****1
发帖数: 3134 | 11 CAF 2% premium now.
【在 a*****1 的大作中提到】
: Not too late to get in.
|
B**********r
发帖数: 7517 | 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.
|
