Emerging Money Daily Audio Call March 2 - On the call today we look at global markets response to China (FXI, quote) rate cut.(not much!), meanwhile the reaction in Russia (RSX, quote) to the Nemtsov assassination was far from riotous, and we are not surprised by that. Markets are muted and rangebound, while commodities react slightly to USD strength.
We discuss oil prices and the potential impact of Iran this week this week. We reiterate core views on oil and where we would be allocating.
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