Tag Archives: China economy
Shanghai great long term – stay loose short term
The Shanghai Index has run 24% off the December 4 low. Thursday night on Fast Money I warned of overbought conditions and it might be time to fade some strength before charging higher.
China leading – so why aren’t others following?
Remember when we said that for emerging markets to have a sustainable rally, China had to be leading the charge. Well it is — and emerging markets are not following.
Emerging market currencies: a ‘generational trade’?
In short – yes, and no. Emerging market currencies have undergone a massive re-rating over the last decade, but in many cases they are still undervalued on a purchasing power parity (PPP) basis.
The outlook for emerging markets in 2013
While clearly a lagging indicator by definition, fund flows are kicking in and momentum for emerging markets remains strong in a world where the U.S. and Europe aren’t caving in.
