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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (6170)	5/9/2006 5:29:11 AM
From: elmatador	Read Replies (1) \| Respond to of 217588

"reckoning day may be fast upon us" "own stocks in countries with current account surpluses and cheap PE ratios. Russia, Indonesia and Brazil fall into this category. Korea is another recommendation. Across emerging markets, he advises investors to stay overweight on infrastructure and consumer themes because “these are secular mega-themes within emerging markets that will generate strong earnings for infrastructure and consumer plays over a number of years”. Come on TJ! To leave the destiny of thre world economy in our hands is not that bad! :-) Imagine all that money in QCOM shares being spread more even. Imagine all that money that went into WCO and Enron building roads harbors airports and truck factories.