As Emerging Markets push near one year highs, we wanted to refresh our core views on markets, outlook and risks.
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.
Good Morning Tim Seymour with your daily emerging money audio call. Emerging Markets this No April fool’s joke is now flat on the year after what has been the best run 15 months.
We endorse a look at Chile and outline why the country is one of our top OW markets.
Emerging Money Daily Audio Call with Tim Seymour Monday March 31 where emerging markets are outperforming S&P 500 12 out of 15 days. Emerging Markets are up 12 of 13 days with EEM trading at $41 handle. Tune in for insights on trading the EEM.
Those EM “have’s” with exposure to either falling commodities, current account issues, political turmoil, or all of the above, are taking down all EM countries, even those who do not have (“have not”) the same exposure to such factors.
- Ackermann names strong match-day 23 for Super Rugby showdown against the CheetahsSource: South Africa Times Live – newsPublished on 2017-02-23
- Your first trade for Thursday, February 23Source: Fast MoneyPublished on 2017-02-23
- Infectious diseases kill 18,000 Chinese in 2016Source: China.orgPublished on 2017-02-23
- China to step up property tax legislation: officialSource: China.orgPublished on 2017-02-23
- 41 stranded by snow in ChinaSource: China.orgPublished on 2017-02-23
- Beijing-Tianjin-Hebei region to draw ecological ‘red line’Source: China.orgPublished on 2017-02-23
- Survey portrays confidence and concerns of ChineseSource: China.orgPublished on 2017-02-23
- ID tags issued to troops in PLA unitsSource: China.orgPublished on 2017-02-23
- Square dancers in Beijing may face punishment for public disturbanceSource: China.orgPublished on 2017-02-23
- Deadly fire was ‘human error’Source: China.orgPublished on 2017-02-23
- China welcomes US-born panda homeSource: China.orgPublished on 2017-02-22
- Traders discuss how to trade Tesla’s stock after earningsSource: Fast MoneyPublished on 2017-02-22
- Final Trade: AMAT, LB & moreSource: Fast MoneyPublished on 2017-02-22
- Munster: Tesla will continue to move higherSource: Fast MoneyPublished on 2017-02-22
- Tesla CFO Jason Wheeler to depart firm in AprilSource: Fast MoneyPublished on 2017-02-22
- Ackermann names strong match-day 23 for Super Rugby showdown against the Cheetahs