Look at the attached chart and you can see that the Chinese manufacturing PMI despite an attempt by market watchers to try and paint a hurrendous picture, has been trading in the current channel for almosty 3.5 years.
Good Morning on this final trading day of the week. Key China data out overnight. Tune in to get my wrap up on China and China’s Yuan, including updates on Ukraine and Russia.
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 .