Tim Seymour - Triogem Asset Management


Last quote by Tim Seymour

Right now EM has [the] best of both worlds: low rates, and low inflation and increasing growth. Fund flows are sympathetic to this backdrop and are in no way stretched relative to where global allocations can still go.feedback
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Aug 17 2017 China
Tim Seymour has been quoted 18 times. The one recent article where Tim Seymour has been quoted is Emerging market stocks may be set to break out after struggling for five years. Most recently, Tim Seymour was quoted as having said, β€œThe biggest risks are that central banks move too quickly.”.
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Tim Seymour quotes

Oct 04 2016

I think it's about where valuations are and where expectations were on those underlying sectors. So stay in industrials, I think that's the place to be.feedback

Aug 21 2016

I think the currency is actually cheap on a PPP basis.feedback

Aug 21 2016

I don't think it's a runaway story; it's obviously heavily hinged to oil prices.feedback

Aug 19 2016

I think Tesoro, beaten up, is more of a stock that can be more defensive.feedback

Aug 19 2016

I'm of the view that we've actually seen the lows in crude, and that by mid-2017, these markets are in balance.feedback

Aug 16 2016 - Cisco

I think both of these names are safe plays. And that's one of the reasons why they're running.feedback

Jun 08 2016

You hear U.S. industrials talking about the opportunities in India and clearly India has replaced China.feedback

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