Emerging Markets Stock Review
The recent Emerging Market rally is built off a combination of fundamental and technical factors.
Investing
Emerging Markets Closing Some Ground to SPY
Emerging Market equities are outperforming the SPX today by 1.2% and have now rallied 7.6% in 2 weeks even as the SPX hits all-time highs.
Fund Flows Report – Equities Remain Strong – Emerging Market See First Positive Flow in 22 Weeks!
Last night Lipper announced fund flow data and the verdict is in. Investors are reaching for risk and after March the data shows dramatic improvement in market tone after pulling back in the first two months of the year. The data also indicates April’s fund flow has started out strong.
Brazil Ibovespa Update
The most money is made in Emerging Markets when things go from “terrible” to just “bad.”
Emerging Market Latin America Update: Chile
We endorse a look at Chile and outline why the country is one of our top OW markets.
Emerging Markets Latin America Update: Chile
We endorse a look at Chile and outline why the country is one of our top OW markets.
Four Horseman of EM Equities in Last 30 Days
India (+7.4%), South Africa (+4%), Brazil (5.2%), Turkey (+7.8%): Investors have had a handful of catalysts for rotation within EM even if there has not been absolute flows into the asset class, and these four countries have been beneficiaries even if they also present their fair share of fundamental issues.
