Comments
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TPMy take-away: Asia equity markets are mostly driven by momentum vis-a-vis developed market equity markets due to the lack of value-based investment funds.
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MGI too disagree with China being the best 10 year investment. I would go with SS Africa followed by India, then maybe China
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MGJoyce has a very idea of where the world stands. I love her answers to the biggest lesson she has learned and also to the biggest risk.
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TJIt is refreshing to hear someone actually pause and think before speaking. How rare is that?!
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GCHer description of the asian angst as they watch tidal currency flows disrupt personal and regional asset valuations was powerful.
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WWJoyce is absolutely brilliant. Intimately understands the carry trade & global business cycle. Spot on about Japan, but we disagree on China
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SRHard time understanding her due to the way she speeds up in the middle of her sentences. Not sure what can be done. Better microphone?