Alibaba reports BMO tomorrow and is down 3% today on claims that the government regulator is concerned with fraud and oversight. Buy the dip?
We have made our view on Volatility very clear for months: We said you wanted to trade it and own it when it got cheap because we were entering an extended period of heightened volatility.
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.
Indian equities are at all time highs, and the reverberations around PM Modi’s emphatic victory are widespread for EM.
Look at the MICEX chart and you can see that we are now back to pre-crisis levels on the MICEX.
It’s been a busy week in Emerging Markets and the Emerging Money Team has been busying bring cutting through call the chatter to bring to you what matters. Here is a quick wrap up to prepare for next week’s trading. Have great weekend until next week. Emerging Money Team