New Trend = 小心

七月第一週, 過了美利堅國慶( July 4th)
債市, Commodity市立即反應, 美國利率上升預期, 美元將會走强
Hot money 回流美國 (將是一個趨向, 多久無從研判)先看殖利率3.6%
而被視為掏錢的EEM Market 能否自立自強,
將看債市到位在那個点

EEM 股市, 後市多小心

Market survey
as of July 3

and Goldman sach expected 4% by 2016??
3% by end of 2013








The return since 2013 Jan up to July 1
the EEM market

Taiwan is the only large market in positive territory this year