Last night, Tim was on CNBC Asia talking about China and reiterating that China is not a macro call as much as you are looking for bottom consumption plays.
Disney, a true global franchise brand that has never had a bigger global stage for its Studio and Parks and Resorts products.
Your Ticket to Investing in Emerging Markets Smarter than the MSCI EM Index. The Emerging Money EM Country Allocator Index (EMCAI) is a snapshot of Emerging Markets via a top down country allocation, providing a dynamic, broad-based look at Emerging Markets through country specific ETF’s.
Folks, with today’s underperformance of EM vs DM (the world) we would like to highlight the extreme nature of not only the techincals, but also the techincals of the fundamentals.
What’s Going On?
Why the “dirty laundry” in emerging markets this year versus developed markets which have soared?
Weekend headlines in news outlets like the New York Times and the Huffington Post indicated that gaming giant Las Vegas Sands (LVS, quote) had admitted to graft in its most recent 10-k disclosure. The gambling firm has fired back, denying the allegations. This begs the question: should traders and investors treat this development?