Emerging Money Daily Audio Call May 10 - On the call today we discuss the fallout from the Comey firing as implications for stocks in the US may be overdone based on how we have traded policy disappointment so far.

Meanwhile, global equities continue to outperform. We make a case for European equities despite a 23% run since last July using P/B, ROE, and EPS trend analysis.

China is providing the impetus for broader asset class outperformance in emerging markets. Below the surface of the index there are single stock names that are breaking out of multi-year resistance.

Tune into your account for more information.

 

Tagged with:
 

Leave a Reply