China’s $23 Billion Steel Push Seen Igniting Iron Ore – Bloomberg 06-06-12

Salient to Investors: Bloomberg analyst poll expects iron ore to rise to $152 a metric ton before year end on increased Chinese demand. Predictions: Korean analyst says commodity prices are close to a bottom and set to rebound on speculation China will stimulate its economy. Chinese analyst says Guangdong province needs more than 50 million

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Templeton Asset’s Lim Sees BRIC Bargains After Stock Tumble – Bloomberg 06-06-12

Salient to Investors: EPFR Global says emerging-market equity funds had outflows of $7.8 billion in Q2. MSCI Emerging Markets index at 9.7 times estimated earnings versus 11.5 for MSCI World Index of developed nations. Predictions: Templeton says emerging markets are cheap with much of the bad-news priced-in – finding bargains in China, India, Russia, Thailand, Brazil,

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