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Collapse of the BRIC Trade

A more interesting comparison is the NASDAQ at it's high in year 2000 compared with the EEM, which is the emerging markets exchange traded fund.

You will find that EEM even today is so much higher than the dot.com bubble represented by the NASDAQ when it was trading at 5,000. You will need to look at a chart that allows a 10 year comparison.

If you follow the trend lines down from the NASDAQ high to the bottom in 2003 and compare that with the trend lines of EEM and FXI (China), you will have a good understanding of what to expect... which is that the bottom could not possibly occur before the end of 2008 and a secondary bottom could be far beyond that when the full depth of the CMBS hit the fan, if past experience is any guide to the future.
Apr 01 23:15 pm |Rating: 0 0 |Link to Comment |View article

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Collapse of the BRIC Trade

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