http://www.etfexpert.com/etf_expert/2008/03/bear-market-mat.html Sat, 31 Dec 2011 21:25:49 -0600 http://wordpress.org/?v=2.8 hourly 1 http://www.etfexpert.com/etf_expert/2008/03/bear-market-mat.html/comment-page-1#comment-101 Mike Ramey Mon, 10 Mar 2008 12:31:35 +0000 http://02dc344.netsolhost.com/etf_expert/2008/03/bear-market-mat.html#comment-101 <p>Gary: <br /> I have been reading your posts about PCY and BWX for months now, and have even taken small positions and am thinking about adding to them. I was wondering if you could indicate what the DOWNSIDE risks are ie. what happens if international or emerging equity markets tank, or inflation dramatically increases in these countries, etc. Also, do you have a target return for this asset class? Finally, have you considered or evaluated CEF's, such as Templeton or Aberdeen Asia. Thank you very much in advance for your reply. </p> Gary:
I have been reading your posts about PCY and BWX for months now, and have even taken small positions and am thinking about adding to them. I was wondering if you could indicate what the DOWNSIDE risks are ie. what happens if international or emerging equity markets tank, or inflation dramatically increases in these countries, etc. Also, do you have a target return for this asset class? Finally, have you considered or evaluated CEF's, such as Templeton or Aberdeen Asia. Thank you very much in advance for your reply.

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