Emerging Money Daily Audio Call – February 12 – On the call today we talk about emerging markets underperformance month to date routed entirely in the current seen those which are now getting near crisis points.
Emerging Money Daily Audio Call February 10 – On today’s call we discuss China CPI and continued dis-inflationary trends that broaden the scope for PBOC’s easing.
Emerging Money Daily Audio Call February 9 – On the call today we recap her Renda’s weekend data from
Demand is still growing – not shrinking. Supply will be a fluid issue but OPEC is in shambles, investments have already been cut dramatically, by just looking at big oil earnings last week and prior: capex dump, see
Emerging Money Daily Audio Call January 29 – Your Ticket Around the World.
Alibaba reports BMO tomorrow and is down 3% today on claims that the government regulator is concerned with fraud and oversight. Buy the dip?
China’s final GDP results came in better the expected at 7.3% q/y last week and USB is looking for China to continue at a pace of 6.8% for 2015. UBS went on to say it expects further China policy measures will help the county’s sluggish economy.