Russia and India
I am buying stock index in India, stock index in Russia. I am long on fertilisers and agriculture commodities as I expect prices to go up. I am overweight on the US dollar.JAPAN
I am overweight on Japanese blue chips as pension funds there are adjusting their portfolios.CHINA
I am overweight on China as the government is emphasising its economic plans for the next 20-years.VIA http://economictimes.indiatimes.com/articleshow/44531226.cms
