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.
The recent Emerging Market rally is built off a combination of fundamental and technical factors.
Despite all the doom and gloom in Emerging Markets and the trends on performance relative to G3 markets EM-Asia has outperformed
New Korea ETF by Horizons: Today my friends at Horizons ETFs Management launched the Korea Kospi 200 ETF (HKOR) which is the first ETF in the USA to give investor’s exposure to the Kospi 200 Index which is arguably the most diversified way to trade Korea.
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.
As we rapidly approach 2014 Emerging Money has your 2014 emerging markets outlook.