Friday, June 6, 2014
Michael Shaoul on BNN
BNN - Michael Shaoul interview. He thinks the economically sensitive section of the equities market has some legs and can go higher. But he also thinks inflation will start to pick up in the US, because there's less slack than people think. As for ex-US, he would pick Japan over Europe because European shares have been chased too far.
Strangely, he thinks some EMs may be bottoming.