We have made changes to our Emerging Money Global Index to reflect changes in underlying prices of the components based upon our view of the remaining 2Q investment and allocation dynamics for these multinational companies who count EM as key to their revenue and growth vision.
Despite an improvement over Friday’s doom and gloom sentiment, global stocks are not seeing positive follow through today other than less volatility in the market.
Can someone tell me about China’s growth? Anyone… anyone? Bueller???
Fund flows are a lagging indicator; was this impact seen in December? The S&P 500 is seeing a decent earnings season and relief over the fiscal cliff and debt ceiling delays, giving investors places to cover shorts and buy inexpensive mega-cap valuations?