Some interesting 2009 predictions from Citi strategist Andrew Howell:
- Market rally in the first quarter
- No new bull market in 2009
- Markets could stagnate later in the year
- Top markets are Israel, Czech Republic, Turkey, Egypt
- Outlook not good for South Africa, Hungary and other frontier markets
- Top sectors are telecoms and health care
- Top stocks are Aspen, Gazprom, Krka, MTN Group, MTS, Murray and Roberts, Orascom Telecom, Partner, Teva, and Tupras.