|
|
| Vietnam: Next to Go! |
...or what happens when liquidity runs out...
|
|
Oupss! Seems that a Fidelity or Templeton of this world is turning its back on Vietnam!
|
Investments Office, 04.04.08-Ronald Weber
04.04.2008
|
|
|
|
|
|
Themes
Asia
Bonds
Bubbles and Crashes
Business Cycles
Central Banks
China
Commodities
Contrarian
Corporates
Creative Destruction
Credit Crunch
Currencies
Current Account
Deflation
Depression
Equity
Europe
Financial Crisis
Fiscal Policy
Germany
Gloom and Doom
Gold
Government Debt
Historical Patterns
Household Debt
Inflation
Interest Rates
Japan
Market Timing
Misperceptions
Monetary Policy
Oil
Panics
Permabears
PIIGS
Predictions
Productivity
Real Estate
Seasonality
Sovereign Bonds
Systemic Risk
Switzerland
Tail Risk
Technology
Tipping Point
Trade Balance
U.S.A.
Uncertainty
Valuations
Yield
|
