The global recessionary fears have made portfolio managers worry over depleting asset value across investment classes, with equities getting hit the most. The “decoupling” theory did not work out for the markets so far, growth engines through BRIC economies is already discounted into prices more than what’s its all worth, commodity cycle is virtually over and US is into a mode of perpetual...
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Reactions to GCC markets 2009 – The Crown Jewel in Emerging Markets Equity Portfolio
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