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Prenosim mišljenja iz Fast Money-a: The streets on Wall Street were full of blood Monday. The Dow finished down 172 points and the Nasdaq lost 61 points. Pete Najarian thinks that investors just wanted to take some profits off before the end of the year. He also mentioned that global growth names weren’t working after Morgan Stanley put out a bearish report for emerging markets. Emerging Market Trade Tim Seymour joined the “Fast Money” crew to discuss his take on emerging markets. Seymour explained that momentum has been broken and some of the big brokerage houses like Deutsche Bank and Morgan Stanley have started to downgrade emerging markets. He thinks iShares MSCI Emerging Markets Index Fund (EEM) and Petrobras Energia Participaciones S.A. (PZA) have 5%-10% more downside. Macke explained that emerging markets are driven by momentum traders and he wants to see more pain before he would get long from a fundamental basis. Vidjet ćemo hoće li se to i dalje odnositi i na hrvatsko tržište, koje se već nalazi u fazi korekcije. Nekako svi očekuju Santa Rally, samo sa kojih nivoa? |