contrarian

Emerging-Market Contrarian Says Bypass Rout, Buy These Stocks
www.bloomberg.com

When stocks in the developing world were withering under a $6.6 trillion meltdown between June and August, not every money manager headed for the exit. Phil Langham was … “There is a lot of pent up demand for housing in India. There is a very strong …

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A contrarian take on the “UK housing crisis” that says there …
www.samizdata.net

We need to continue to build more houses. And it is likely that, with accelerating population growth, the rate of new house-building in the future in the UK will need to be more rapid than it was in the recent past. But we do not …

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