Good Morning Tim Seymour with your daily emerging money audio call. Emerging Markets this No April fool’s joke is now flat on the year after what has been the best run 15 months.
In today’s call we will take a look at the spread of the Emerging market index to the S&P and some reasons why we think you might need to be taking profits.
We will also look at the broader views on where we think emerging markets can continue to outperform. We will review China (FXI, quote) and touch on which pieces of key data points are telling us what the economy is going to do. We touch on how play the highest gross economies in Asia…India.
And to wrap the audio call I’ll review Latin America as some core levels are back and quick up on Russia (RSX,quote) and Turkey (TUR, quote).
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