Detailed text transcripts for TV channel - CNN - 20110228:09:41:00
Well because they are resource-based. but it's that whole commodity complex. the oil has caught the headlines. you lock at the crb index, it's on a strong rising trend at the motor home. that's part commodity price inflation plus monetary driven inflation is definitely long-term structural concerns of investors, but on a worldwide basis, not particularly in asia. >> if you had to pick one area of asia this week that's going to be hot stuff, what would you pick? where would you pick? >> i think we're really looking at markets that are in the process of bottoming out after these corrections. i c...