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Detail
ArtikelGoing Against the Grain to Find Value Globally  
Oleh: Cendrowski, Scott
Jenis: Article from Bulletin/Magazine
Dalam koleksi: Fortune vol. 163 no. 4 (Mar. 2011), page 21-22.
Topik: Investment Advisors; Investment Policy; Mutual Funds
Fulltext: Going Against the Grain to Find Value Globally.pdf (25.24KB)
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  • Perpustakaan Pusat (Semanggi)
    • Nomor Panggil: FF16.45
    • Non-tandon: 1 (dapat dipinjam: 0)
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Isi artikelIn an interview, Oakmark International's David Herro talked about on where he sees risk and potential in a tumultuous world. He said commodity prices, political instability, monetary problems are certainly out there -- they always have been out there, and in fact, they always will be out there. That's the negative. The positive is that global GDP is growing at roughly 4.5% to 5% a year. Energy and natural resources are the worst place to be now. People still see growth in demand in emerging markets, and they think that translates to global growth in demand when in fact it doesn't. The developed world is actually declining in demand in some of these things.
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