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The Economic Time™ and Tide™ Wait for No Man
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The Economic Time™ and Tide™ Wait for No Man

Our Correspondent
Nov 19, 2008
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Asia Sentinel
Asia Sentinel
The Economic Time™ and Tide™ Wait for No Man
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Asian economies are in technical recession. Investors have discounted this mess for the past six months Thus, I am making no major change to my investment strategy/asset allocation.

Investment themes up to the first half 2009: The next bubbles that have to burst are long-dated bonds, on account of the rising US and other budget deficits and the dollar it…

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