What do falling commodity prices mean for emerging market economies?
I think the emerging markets are great fiscal stories, says Tim Seymour and you can absolutely relax if you’re a long-term investors. I honestly believe you’ll be very happy over the next 5-10 years, he counsels.
However, if you’re a trader, Brazil, South Africa and China look to be most vulnerable right now because they are exporters of the commodities that are under pressure. By contrast, I still love Taiwan and Russia.
If you’re looking for stocks check out Tenaris , counsels Tim Seymour. They’re a pipeline builder.
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Trader disclosure: On Mar.19, 2008, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders; Najarian Owns (AAPL), (BIIB), (CSCO), (MCD), (MS), (MSFT), (NOK), (XLF), (YHOO), (C), (IDCC); Najarian Owns (BSC) Calls, (TSO) Calls, (CCU) Calls; Najarian Owns (LEH) Puts; Macke Owns (YHOO), (INTC), (DIS), (EMC); Seymour Owns (AAPL), (CSCO), (INTC), (MER), (MSFT), (S), (SBUX), (TSO); Seygem Asset Management Owns (CHL), (EEM); Seygem Asset Management Owns Gazprom
