Below is a ranking of what BFIA believe to be the top markets and asset classes. I can be seen that ex-China Asia countries such as Malaysia and India are on top of the list. In addition, US investment grade and high yield fixed income are still strong asset classes. The US and Europe are towards the bottom of the list.
Regarding our agent-based behavioral measure it is not at .913. It has only slightly increased since last week. Once it hits around .94 we then believe we may hit a point where there is major breakout of major decline. Stay tuned until we see it hit 0.91.
1 malaysia
2 chile
3 India
4 Korea
5 USIIG
6 USHI
7 turkey
8 thailand
9 israel
10 canada
11 Taiwan
12 brazil
13 south_africa
14 mexico
15 China
16 Gold
17 Europe
18 Real_estate
19 Russia
20 EE
21 oil
22 Japan
23 us
24 EMFI
Sunday, October 31, 2010
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