Emerging Money Daily Audio Call November 25 – On the call today we get into Asian out performance from last night.
As the rally across Latin America continues into the summer, investors need to be wary of the catalysts to the rally versus the reality of the expected change.
Emerging Money Daily Audio Call Preview June 9, emerging markets (EEM, quote) are enjoying the run from last week’s positive ECB and U.S. payroll numbers but some of the currencies look more interesting than others part of the reason why where seeing outperformance and Latin American certain parts of Asia
Emerging Money Audio Call Preview for Tuesday, June 3 – Emerging Markets (EEM, quote) opening higher, outperforms in Emerging Markets against the S&P this week is our call. Last night’s PMI nonmanufacturing in China (FXI, quote) very constructive when coupled with what we saw over the weekend in the official PMI HSBC reading.
Over the last three months and from the lows set back in early February, the Emerging Money Country Allocator Index (EMCAI) has outperformed the benchmark MSCI.
Emerging Market Funds (combined ETF and non-ETF) squeaked out another positive week for the week ending May 28th to now have strung together an impressive run.
As Emerging Markets push near one year highs, we wanted to refresh our core views on markets, outlook and risks.
Brazil Drought? Well, coffee bulls have not reacted as if there is a drought. U.S. coffee prices have continued to move lower for last two sessions, sending prices to a five week low.
I have received many inquiries on Petrobras in the last few months as the stock scraped lows close to $10.00 ($10.25 actually) as the Ibovespa hit 45K.