It’s been a busy week in Emerging Markets and the Emerging Money Team has been busying bring cutting through call the chatter to bring to you what matters. Here is a quick wrap up to prepare for next week’s trading. Have great weekend until next week.  Emerging Money Team

Tim InterviewTim Seymour Interview at the NASDAQ in Denmark

May 2, 2014 at 12:06 pm by Richard Rittorno

Tim Seymour speaks with’s Nasdaq-reporter Carina Moeller Jensen in Denmark on the U.S. Tech sector.  Tim dives into Facebook (FB, quote), Twitter (TWTR, quote), and Apple...

Emerging-marketsHedging Russia and Emerging Markets Overall

May 2, 2014 at 11:45 am by Tim Seymour

Emerging Markets -We wrote yesterday of “sell in May and go away,” here are some additional thoughts on lateral ways to protect your positions and portfolio without overpaying for volatility.

China_Shanghai_night_watefrontGood News For China Investors

May 1, 2014 at 12:46 pm by Richard Rittorno

Today, Emerging Market investors have a new tool in their toolbox.  Deutsche Asset & Wealth Management released their latest emerging market ETF named db X-trackers Harvest MSCI All China Equity Fund (CN, quote). 

manufacturerLast Night’s China Data No Reason To Panic

May 1, 2014 at 10:20 am by Tim Seymour

China released PMI data last night for April’s manufacturing that came in at 50.4 which was better than March and slightly higher for the third straight month, but weaker than the 50.5 estimate...

794px-Australian_banknotes_in_walletAussie / U.S. Dollar Ahead of the Fed

April 30, 2014 at 11:22 am by Richard Rittorno

The U.S. dollar is in a holding pattern ahead of the Fed.  In fact you can see the Fed effect in Aussie dollar/U.S. dollar pair (AUD/USD) for the past 5 sessions.

Un_dollar_usWhat To Expect From Equities Into Fed…Markets, Tuesday’s and Dollar

April 29, 2014 at 2:57 pm by Emerging Money

…A rally, is the historic pattern. Markets have typically handicapped Fed rhetoric to be more dovish into the meeting or have been...

ge-logoGE – Alstom Deal Continues to Run Into Politics

April 29, 2014 at 7:56 am by Tim Seymour

We have often said that General Electric (GE, quote) is one of the great global companies who rely on Emerging Markets (EEM, quote) for their growth and one of the great long term investments...

Image courtesy thetaxhaven: 2000 Continues to Sag on Volatility

April 28, 2014 at 5:36 pm by Tim Seymour

Russell 2000 (IWM, quote) Continues to Sag.  Owning volatility and outright short exposure to this small cap index makes sense. We continue to like the beta match between the Russell and Emerging Market equities.

Image courtesy Blue Sky: Copper Hits Eight Week High

April 28, 2014 at 9:31 am by Richard Rittorno

Copper prices continue their climb higher this morning to an eight week high. Copper, sometimes referred to as Dr. Copper, is considered a benchmark by many as a barometer on the health...



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