Investing changes in emerging markets


Jyske Bank is one of my top investment advisors and their market recommendations are worth watching. They recently upgraded bond markets in Asia (though they are still underweight). Jyske also made some other recommendations outline in this message below.

Jyske has shifted their recommendation of Latin bonds from neutral to overweight, so they feel Latin bonds are in a better place than Asia bonds now. They have also reduced their weightings in Poland as they increase them in the Czech Republic. For their complete Emerging Markets report go to

http://www.jbpb.com/files/analysis/analysis_E8E311B0-C2A6-451B-BB51-25C508A502DE.pdf

Until next message good investing!

Gary


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