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    Any emerging markets worth looking at?

    If we are talking investment merit, Spain in my view has a veery long way to go before sustainable capital appreciation gets underway- there is simply too muc housing stock remaining in bank' repossession portfolios- even when they're giving it away with 110% finance, they cant move it, so not...
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    Any emerging markets worth looking at?

    BG entered the crisis having experienced a bubble boom from foreign residential property investors, combined with various shenanigans in the property sectorof the ex-king returnd as Prime Minister or President. Both cirucmstancs are largely behind BG now. The banking sector at the time was...
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    Any emerging markets worth looking at?

    Specific Locations: both in Bulgaria and Albania Reason: Benefits of previous and ongoing structural reforms finally gaining traction in a very low key way within certain segments of the professional working population, leading to improving prospertity, leading to upward pressure on demand in...
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