Igor Purlantov is an expert on business and politics across emerging markets. Mr. Purlantov has worked extensively in various emerging countries throughout Europe, Asia and Africa with both public and private companies as well as local governments. You can read and learn more about his work on www.igor-purlantov.net
Tuesday, July 30, 2013
Weak Home Builders are Good for Emerging Markets
I have noted in several of my most recent writings that we are seeing
weak behavior in the home-builder stocks as of late, relative to the
S&P 500, and warning that this may be an early sign that the biggest
source of reflation may be about to slow down.
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