Emerging Money Daily Audio Call July 20 - Markets higher around the world as US earnings and macro data points are supportive to equity valuations in a world gone mad on bond yields.
On the call we review our strategy on China and why we think China is a tailwind for equities in the medium term in a world without the Fed and excessive BOJ and ECB policy.
EM equities set to recapture recent highs but we are watching a 5.5% move in the DXY off the lows tempering any runaway hopes.
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