Emerging Money Daily Audio Call March 2 – On the call today we look at global markets response to China (FXI, quote) rate cut.(not much!), meanwhile the reaction in Russia (RSX, quote) to the Nemtsov assassination was far from riotous, and we are not surprised by that.
Get a jump start on this week’s trading with Tim’s thoughts on inflation and how to play it.
The outrage that a man as public and politically linked at Boris Nemtsov could be killed on the busiest bridge in Moscow is resonating throughout Russia. We haven’t seen an assassination like this in a decade and it says now that even formerly unspoken rules are all out the window.
Can India truly deliver on the promise of the best demographic and consumer growth story in the world? India is the BRIC country without any other members. India is delivering “China like” growth and has been one the best performing major EMs in the last 12 months (+36%).
Emerging Money Daily Audio Call February 26 – On the call today we talk about the Dollar finally pushing back above 95 on the DXY, yet EM currencies holding ground.
Anybody hear Naimi yesterday? Saudis think demand goes higher.
Emerging Money Daily Audio Call February 25 – On the call today we discuss global markets and relative value.
In early trading gold bugs are pushing the shiny metal slightly higher above the $1,200 level.
Recapping a couple macro themes from today that are part of larger macro views we have.