BRICs

Emerging market currencies are NOT expensive

I just got back from a week in the islands and tried to escape the chorus of emerging market bears.   It’s been a nasty week and emerging markets has been near the top of the loser board, but the reach of journalists and voices of marginal observers of emerging markets found its way to me on a quiet beach in the Caribbean.  

Analysis Bonds BRICs Currencies Tim Seymour