Emerging Markets of Asia – Where to Focus

Despite all the doom and gloom in Emerging Markets and the trends on performance relative to G3 markets EM-Asia has outperformedEMEA and Latin America and should continue to as structural economic issues are less pronounced and G3 acceleration helps Asia more than it does these other regions.

We are arguing that improving industrial cyclicality will be clearer for markets to see in 2Q and we have articulated this via our buy calls (listen to EM Audio Call March 6).

We have prepared a presentation for our subscribers to give you a thesis from which to now make your investment calls.  In the presentation we have presented the set ups and given a snapshot into where we expect the best performance and the timing.

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