On Jan 23, 2008, at 6:48 PM, Julio Huato wrote:
> But back to the story: In international macro, the idea of decoupling
> has been around for 10 or 15 years.
Thanks for this interesting history - I didn't know anything about it.
Needless to say, the Wall Street version is much more superficial. I think it was invented by portfolio managers who were long the BRICs.
Doug