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

To: Elroy Jetson who wrote (34498)	5/6/2008 3:58:56 AM
From: elmatador	Respond to of 217832

"The Dogs bark. The Caravan passes". Arabian proverb.

To: Elroy Jetson who wrote (34498)	5/6/2008 4:57:01 AM
From: elmatador	Read Replies (1) \| Respond to of 217832

Underlying inflation at a 16-year high in Australia. Eroding Elroy's money...

To: Elroy Jetson who wrote (34498)	8/20/2008 3:30:32 PM
From: elmatador	Respond to of 217832

Allianz: BRIC now the "bedrock" for global economic growth by Charlotte Banks Tuesday 12th August 2008: 10:28 Allianz Global Investors is recommending that advisers review their clients' investment portfolios to ensure they are getting the best possible returns within emerging markets. Recent analysis shows that compared with emerging markets as a whole, BRIC has significantly outperformed. Since the ‘credit crunch' began one year ago, the BRIC economies have returned 7.2pc compared to -1.9pc generated by general emerging markets. Over two years, the MSCI BRIC has also significantly out-stripped the MSCI Emerging Markets, on a cumulative basis delivering 56pc versus 35.7pc, with similar notable outperformance over three and five years as well. Michael Konstantinov, manager of the Allianz RCM BRIC Stars fund, explained that the BRIC economies have fast become the bedrock for the growth of the global economy. "Demand for food, energy and infrastructure has meant these countries have become extremely influential at shaping the global dynamics for supply and demand," he said. "This has produced some significant investment opportunities and as a concept BRIC has more than proved itself to be a serious offering. Gone are the days when BRIC was considered by some to be little more than a marketing gimmick. "Over the last five years the weighting of Brazil, Russia, India and China within emerging equity indices has doubled from around 25pc to 50pc. We expect this trend to continue." Nick Smith, head of funds distribution at Allianz Global Investors, added: "With emerging markets generally outperforming developed markets, it's important that advisers are aware that some of the best returns have come from the BRIC economies. "The BRICs are increasingly becoming the powerhouse of global economic growth, and that's being driven by factors including the huge investments in the BRIC countries' infrastructure, to the phenomenal domestic demand from the BRIC's own increasingly affluent middle classes. While all investments into emerging markets are higher risk, we believe the long term growth of the BRICs will continue. For longer term investors, now could be a good time to buy BRIC stocks." To comment, contact Gary Shepherd on 0207 004 7503 or email: gary.shepherd@incisivemedia.com