We have made plenty of noise about the improving China (FXI, quote) macro and the stimulus that is being dripped into the economy (the latter helping the prior) and now it seems that the street is starting to take notice and global and “cross-over” investors are voting with their feet.
Emerging Money Daily Audio Preview Call July 28 – On the call today we get into the global backdrop for the week which contains a lot of macro data and lot of Fed activity along with a lot of geo-politics.
I wanted to provide a quick market update on the Brazilian ETF position I suggested on Monday. For those that followed we are well on our way to our first take profit level.
Emerging Money Daily Audio Preview Call July 23 – Emerging markets flat effectively holding serve against the S&P spread basis but on today’s call we will talk about Turkish (TUR, quote) bank earnings as well as break out levels across the emerging market space including which indexes in Latin America that started to put a base in.
Emerging Money Daily Audio Preview Call July 22 – On the call today we dig into the outperformance of Emerging Markets versus Developed Markets, another 70 basis points today and we believe the spread continues to trend higher especially with fund allocations being very supportive.
Emerging Money Daily Audio Preview Call July 21 – Emerging markets continue to outperform, on the call we will look at Chinese Internet names hitting all-time highs.
On down market days one of favorite things to do is set my technical scans looking for names that are performing well among the sea of red.
Emerging Money Daily Audio Call Preview July 18 – On the call today we’ll discuss why we believe its clear geo-politics cannot trump the Fed going into the weekend. Volatility spikes of the last couple days is not
Emerging Money Daily Audio Call Preview July 17 – Emerging markets underperforming global markets coming back off of 16 month highs yesterday as geopolitics escalate profit-taking the order the day.
Emerging Money Russia Audio Special: A Russia a preview of the longer format that we have for our members on site.