Emerging Money Daily Audio Preview Call – December 13

Emerging Money Daily Audio Preview Call – December 13 – Your Ticket Around The World – On the call we find emerging markets completing almost 4.5% down week with 6% month to date moved gives us a 15% move off the highs in September versus develop markets with another 3% move. So the relative value trade/the pain trade continues to be against emerging markets.

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Russia – Watch Putin’s Parliament Speech Tomorrow For Signs of Policy Change Over the Plunging Ruble

All eyes continue on the currency as Russian equities ex-currency are flat. Clearly however, if you are a USD investor and own Ruble based assets in USD you care about the currency and if you think the Ruble is going to 60, hands off buying Lukoil (LUKOY, quote) in ADR form.  

Read Story Analysis Emerging Markets Insight ETFs Oil Ruble Russia Tim Seymour