4 money managers examine various sectors in this 25 page report from The Wall Street Transcript.
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Investing in Mexico: Jose Luis Gomez Pimienta, Eduardo Solano, Alberto Osorio, Guadalupe Villar & Carlos Woodworth, The Mexico Fund
The Greater China Fund: Franki Chung, Baring Asset Management (Asia)
Investing in Eastern Europe & Emerging Europe: Pascal Curtet, Vontobel Asset Management, Inc.
California Municipal Bonds & Fixed Income Investing: Christopher P. Browne, California Investment Trust Fund Group
Topics covered: The credit and financial crisis - Commodity prices - Credit availability - The Mexican market - Attractive investment opportunities - Frontier markets - Asset allocation - The housing market - High quality stocks - Interest rate risk - Tax revenues - The Chinese banking system - The domestic demand
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Companies covered: Exxon (XOM); Lukoil; AIG; America Movil (AMX); Grupo Televisa (TV); Kimberly-Clark (KMB); Nokia (NOK); China Mobile (CHL).


