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God damn, what horrible advice.
Hmmm, all emerging markets are totally dependent on Europe for their exports, which are the only things keeping the country afloat.
India has a huge inflation problem, as arguably does China.
Russia is seeing the communist party make huge gains in elections this year.
So the advice is to buy heavily into export sensitive countries who’s growth is largely dependent on a stable EU/America, and which historically have cultural opposition to property rights?
Brilliant.
I like PBR, and not the beer.
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