...Dennis Gartman is recommending that investors consider the following principle when making decisions in 2008: “We wish to be long of that which China is short of, and short of that which China is long of.”
This means be long grains, energy and water, and short labour, he told clients in Thursday’s edition of The Gartman Letter.
Friday, December 28, 2007
Go long where China is short
From the Financial Post:
