Bloomberg: Dr Mark Mobius Says QE3 Would be 'Very Good' for Emerging Stocks as China Rallies
Emerging market stocks would benefit from the cash injection created by a third round of U.S. asset purchases, with China, Russia and Taiwan looking "attractive," says Dr Mark Mobius
The risks and challenges we see this year have moved to a more granular level, focusing first on specific implementation of policy and second on the impact of global linkages between Europe, the U.S. and emerging markets.
Global Fixed Income Investing - Credit Markets May Have Been Too Pessimistic
Given the continued growth in the U.S., spread widening in recent months suggests to us that credit markets globally are possibly being too pessimistic about economic prospects in the U.S. and around the world.
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