Emerging Money Daily Audio Call April 17 - Global markets bounce as risk readjusted after long holiday weekend.
But the reality remains that global politics will hang over the markets for the foreseeable future, and we brace for FRexit rhetoric.
While the reflation trade has suffered dramatically in the last two months calling for the end of the reflection trade now is not only poor timing after a major pull back but not consistent with the global economy which is slowly improving. China data over the weekend lends support.
Earnings season in the USA remains something that will allow stock pickers a chance to outperform in this environment. We discuss trades in banks and across emerging markets.
- 2 confirmed dead after heavy rain slashes C. ChinaSource: China.orgPublished on 2017-06-24
- Hong Kong’s future will be bright with support of mainland: K. Wah Group chairmanSource: China.orgPublished on 2017-06-24
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- 16 arrested for illegally selling Apple user data in ChinaSource: China.orgPublished on 2017-06-24
- Over 100 buried in southwest China landslideSource: China.orgPublished on 2017-06-24
- 8 ways to trade this week’s extreme moversSource: Fast MoneyPublished on 2017-06-23
- Xi stresses reform, development, stability during inspection tourSource: China.orgPublished on 2017-06-23
- Third BRICS environment ministers meeting held in ChinaSource: China.orgPublished on 2017-06-23
- Torrential rain affects 390,000 people in C. ChinaSource: China.orgPublished on 2017-06-23
- China’s draft law on supervision submitted for reviewSource: China.orgPublished on 2017-06-23
- Chinese lawmakers call for revision on product quality lawSource: China.orgPublished on 2017-06-23
- Qatar wants to invest in AAL: 5 tradesSource: Fast MoneyPublished on 2017-06-22
- 2 confirmed dead after heavy rain slashes C. China