Our spread analysis of Emerging Market equities vs Developed Market equities failed to breach the .2300 level as we proposed last week after an 11% outperformance move over the preceding 4 weeks.
The recent Emerging Market rally is built off a combination of fundamental and technical factors.
Emerging Money Audio Call Tuesday April 9th – We dig into China trade data tonight. I’ll explain what I think the numbers from last month are a write off.
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.