Emerging Money Daily Audio Call Preview July 9 – on the call today we waited for the Fed and ECB to chiming in order to evaluate risk assets and tell you where we think today's comments take emerging markets.
Out at the conference today meet with bunch companies getting some thoughts emerging market retail and how to play it.
We also review some Chinese Internet names where we see actual positive valuation with very real demand stories. We will wrap the call on where we are looking in the industrial and materials markets, specifically the cement sector and how we want to be playing these names. Tune into your account now…
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