Pocket of Strength: Turkey Retail Stocks Rally
Posted on May 23, 2012 at 15:14 PM EDT
To add alpha, we believe investors need to continually seek pockets of strength amidst today’s mire of pessimism. One bright spot we’ve seen lies just east of Greece: Turkey. Many investors believe banks are the only investment play in Turkey. The sole question for those investors is to hold or not to hold banks. Here’s [...]