Emerging Money Daily Audio Call November 7 – Global markets set fresh highs overnight and we continue to point towards Japan for leadership based on elevated EPS growth and capex reinvestment that should prove reflationary.
The DAX, too has rallied to new highs even when you weave in Dollar related returns.
Mario Draghi meanwhile sending […]
Emerging Money Daily Audio Call June 27 – On today’s call we continue the discussion about the increasing presence of central bank tightening around the world.
Emerging Money Daily Audio Call June 8 – Today’s events in the political theater remind of a season finale for a series one might be watching on Netflix or HBO.