Replies to post #62 on EMERGING MARKET FUNDS

[Slojab]

From what I remember hearing more than a few times, SS, is Japan's been told their overall money policy is poorly thought out. They may be trying NOT to let what happened the last time their market got out of control. Was it hyper-inflation that eventually killed their market? I can't remember. Anyways, that may be something to consider as to what's been holding the Japanese market back.

Wow. ETFs Shorting the EMs, you say? THAT takes balls! ( :

[frogfan]

Japan not an EM, but Lehman agrees with your "ready to rock" outlook -- says you should be overweight Japan in their recommended global portfolio -- they say 15% of the portfolio vs the typical 9%...they are underweight the UK and Latin America and neutral the rest of the world.

They also suggest overweight equities and underweight cash and bonds right now (75% equities vs their typical 60%)

In terms of sectors Lehman is overweight: Financials (42% of portfolio - twice their normal allocation) Healthcare, Tech, Telecoms, and Media

Report came out yesterday via my Fidelity Account.