Emerging Money Daily Audio Call July 1 - On today’s call we open the quarter with the impossible task of looking past Greece and talking about fundamentals and bottom up investing.
So with that we give you our view on where Tsipras and Greece are positioned and we remind you where we think the market overall is positioned on Greece. China was weaker last night and this is weighing on EM equities who are underperforming. China’s under performance is NOT macro related and the PMI releases were in our view “good enough”. China remains in a policy loosening mode and will continue to bring down long real rates via RRR cuts and interest rate cuts.
We review 5d performance across EM countries and discuss prospects for how EM trades in a world where the Fed follows course ( to tighten) and the Dollar picks up steam.
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