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.
Hynix (HXSCL, quote) is the worlds second largest maker of memory chips, and they seem to see what Apple (AAPL, quote) didn’t spell out last night but clearly implied and what Samsung (SSNLF, quote) had no choice but to say: smartphone growth is not what […]
Emerging Money Daily Audio Call July 27 – With the Fed painting a picture of controlled tapering on the horizon the markets have room to run especially when the ECB is also trying to step back from more hawkish rhetoric.
China bashing gets a little tiresome for me. While there is so much to attack in terms of the quality(and accuracy) of information flow and data, the political process, the market structure of the economy, the access of investors to the economy…
Emerging Money Daily Audio Call May 9 – On the audio strategy call today we dig deeper into individual stock opportunities that exist below the surface of this passive, indexing, ETF wall of capital that masks single stock opportunities.
The best trades in the world on the basis of technicals and fundamentals are in Europe and Emerging Markets and despite recent outperformance, you have NOT missed the trading opportunity in these markets.
Emerging Money Daily Audio Call March 22 – Surprisingly sane on a relative basis?
We are reading the following today…
Emerging Money Daily Audio Call October 11 – Significant moves in rates, Yuan and GBP cannot give markets a sense of comfort.
- Beijing plans culture and tech integrated developmentSource: China.orgPublished on 2017-10-17
- All 38 delegations arrive in Beijing for CPC congressSource: China.orgPublished on 2017-10-17
- Chinese police repatriate ‘Red Notice’ fugitive to USSource: China.orgPublished on 2017-10-16
- China announces new gravitational wave observationSource: China.orgPublished on 2017-10-16
- China to pilot lawyer mediation systemSource: China.orgPublished on 2017-10-16
- CPC officials lead poverty relief work in rural ChinaSource: China.orgPublished on 2017-10-16
- Delegates gather in Beijing for key Party congressSource: China.orgPublished on 2017-10-16
- China wins bid to host 2021 WorldSkillsSource: China.orgPublished on 2017-10-16
- College girl’s one-year peacekeeping mission in South SudanSource: China.orgPublished on 2017-10-16
- Beijing shantytowns finish renovation ahead of scheduleSource: China.orgPublished on 2017-10-16
- Xi calls on HK youths to serve HK, countrySource: Xi calls on HK youths to serve HK, countryPublished on 2017-06-30
- Beijing plans culture and tech integrated development