As we see the US emerge from the winter hibernation (Retail Sales, Industrial Production, Jobless Claims), we are also seeing signs of Emerging Markets recovery on Macro.
The recent Emerging Market rally is built off a combination of fundamental and technical factors.
Emerging Money Audio Call Tuesday April 9th – We dig into China trade data tonight. I’ll explain what I think the numbers from last month are a write off.
We said 52K on the Ibovespa was a place to take profits.
Look at Japanese and Brazilian stocks since 2012.