Emerging markets get more attractive by the day
Breakfast with Benjamin: Emerging markets getting more and more attractive. Plus: Bill Gross bounces back, the February buying opportunity, this isn't 1929, and Goldman manicures an apology for giving nail files to women.
- Currency speculators are pouncing on emerging economies, putting added pressure on exchange rates. Call it the painful byproduct of Fed tapering. Draining foreign reserves
- Templeton’s Mark Mobius says emerging market valuations are nearing attractive ranges. That’s a big switch from his Feb. 7 call. The rush to the exits is almost over
- Pimco’s Bill Gross added high-grade government bonds to his Total Return Fund and cranked out a 1.35% gain in January, bouncing back from a 1.92% loss last year. Net redemptions continue
- Thanks to January’s market slide, February has turned into a buying opportunity. Shrugging off the bad news
- About that ominous chart comparing 1929 to now. Adjusting for percentage gains over both periods makes it a lot less scary. The un-parallel view
- Goldman Sachs learns you don’t recruit women by giving them nail files. Swag snafu
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