Tonight on Fast Money (@cnbcfastmoney) we talked about Coke (KO, quote) as discussions swirl around whether they are about to bid for higher growth in the sector whether it be a prominent energy juice maker or juice company.
India elections will start on April 7th and last into May 16th. Significant change has been priced into the SENEX (see chart below) into the event. Are investors set up disappointment?
CRB (Commodity Index) at highs not seen since Oct 2012.
Look at Japanese and Brazilian stocks since 2012.
As the S&P struggles and Nasdaq plummets, earnings season will add some fundamental fuel for stock pickers to determine whether this is a time to buy weakness.
I am starting to get a lot of questions from investors regarding the sustainability of this rally in Emerging Markets and what can be the drivers for the next leg(s) higher.
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.