Also in emerging markets... India for one, I like INFY- at 42... its the infotech play- down as the rupee grows stronger against the dollar. But the fundamentals are strong and once the market discounts the rupee effect INFY goes higher- my target is 55.
About the financials and housing, each new announcement brings us closer to the end of the crisis... is my take. I am a buyer at the depressed levels... am a risk taker... but thats when the rewards are rewarding. C at 33.5 and added more today at 31.75... lookin for a good trade to 36 next week. And Morgan Stanley- added some at 52 looks good for a quick trade.
Join me ....post a comment... hope some people are benefitting from my blog...
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