Trade Ideas

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Frontier Markets

Trade Update – Long “Emerging Markets” Short “Frontier”

In late April, we initiated a trade idea recommending investors to sell frontier markets and buy emerging markets.  The trade was carried out by buying equal Dollar amounts of the iShares MSCI Emerging Markets Index (EEM, quote) and selling iShares MSCI Frontier 100 Index Fund (FM, quote) ETF.

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Trade Update – YANDEX

If you have been riding the Yandex (YNDX, quote) roll-coaster over the last few weeks with highs and lows inspired by the Kremlin and earnings we remain committed to a valuation and fundamental call that takes the stock to $35.00 by mid-summer on growth in mobile ad spend and retail exposure through search.

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