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Emerging markets are down about 90 basis points in line with the sentiment on China. China sentiment deteriorated rapidly over the weekend sending the Shanghai below the sentimental levels of 2000. Tune in as I review the Yuan, commodities and economic data. Find out how we are trading the emerging markets.
After a 47% move higher in the stock since October 1, this former US bellwether has zoomed to life.
Nike (NKE, quote) is an anchor stock in the Emerging Money Global EM Index (EMGEI) and also a key component of the Emerging Money Global Consumer Index (EMGCI).
The hottest sector for three years in South Africa — retail — has been taken out and beaten in 2013. Beaten hard! We highlight this because it is worth doing some work and making a call as the market has had a large move.
The December edition of aiCIO Magazine, a publication dedicated to institutional chief investment officers, profiles a number of CIOs and the portfolios each is responsible for. Many of these massive portfolios are increasing their allocation towards emerging markets.
Monday’s enforcement action by the U.S. Securities and Exchange Commission against the China-based affiliates of the Big Four accounting firms sent Chinese stocks tumbling on Tuesday, many to multi-year lows.
Billions of investment dollars have started flowing back into China recently. Indications are that the Chinese economy is stabilizing and that investors are becoming concerned they might miss the recovery. Challenges persist however and the short term future is uncertain.
