Stock markets across Asia may have taken the recent market rout on the chin, but that’s left them well-poised for a solid year-end rally, Goldman Sachs said.
Emerging Money Daily Audio Preview Call – October 30 – On the call today we talk about how Brazil (EWZ, quote) can be a place where we get outperformances especially as investors consider rate hikes maybe earlier than thought putting more pressure on the economy give some rise to few domestic sectors. We tell you we are playing this view.
Emerging Money Daily Audio Preview Call on Tuesday, October 28 – On the call we see global markets Rallying, Europe catching up after the stress test pressure from the banking sector and DAX outperforming today. This means emerging markets are outperforming significant performance of 140bps.
The news that Chanos is closing his Brazil shorts (or some of them) highlights for me why I like Emerging Market (EEM, quote) investing as markets can over react and overshoot creating great buying opportunities for those will to take measured risk.
Despite recent equity outflows, emerging markets remain poised to outperform as the Fed reveals clearer signs of its policy.
Emerging Money Daily Audio preview Call October 27 – Your Ticket Around the World – As global equity
Emerging Money Daily Audio Preview Call October 23 – Your Ticket Around The World – Markets rally big as Europe with a sigh of relief on PMI data.
Emerging Money Daily Audio Preview Call October 21 – Your ticket around the world. Global market higher