The Chinese Internet space continues to trade well, in fact our EMCHI Index has touched fresh 52 week highs as index heavyweight Baidu (22% of index) has seen a technical breakout from the lows of Feb 5th.
I was asked by Fidelity to give a presentation to their clients ahead of the Trader Expo in NYC. In the presentation I gave my views on the EM selloff and a number of key sub-topics within the asset class. Here I will present my slides on China.
Good afternoon on this Monday afternoon. Its holiday in U.S. but emerging markets are open around the world. Tune to see how the emerging markets are starting the week.
Good morning from a snowy New York this Thursday February 13. Emerging markets are under performing global markets this morning on weaker data across the board including key data points in emerging markets. Tune in to hear what we are looking out for and how emerging market currencies are reacting.
Good morning it’s Tim Seymour on Monday February 10. Clearly these are both some exciting and frustrating times in emerging markets and today we will talk the tactical approach to investing .
The sound of the thundering pack of China bears in the media over the last week is even louder than the usual shrill.
You have heard me say on Fast Money that I think the Asian and emerging market luxury consumer is taking this industry on an extended joy ride that started in 2010.
Some of the Apple (AAPL, quote) food chain names saw pop last night as China Mobile (CHL, quote) posted a notice on their website (which they later removed) they would be taking preorders for iPhones from 12th Dec. Smartphone demand is massive in China but just not sure this is the market for Apple.