Hedge Funds
And a bull on US retailers.
And he has outperformed his peers!
http://www.bloomberg.com/news/2012-06-06/a-contrarian-fund-manager-bets-against-emerging-markets.html
China,India & Africa. http://www.nytimes.com/2011/06/24/opinion/global/24iht-june24-ihtmag-nye-36.html?_r=1&pagewanted=all
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China,India & Africa.
http://www.nytimes.com/2011/06/24/opinion/global/24iht-june24-ihtmag-nye-36.html?_r=1&pagewanted=all