This is your Emerging Money Daily Audio Call. We see global markets volatility on the rise how are we hedging our Emerging Markets positions.
We talk about where we will look to fine correlations in the ETFs indices and discuss which ones to follow.
We still think the uptrend on Emerging Markets relativity S&P is where you want to be.
We talk about what our findings in the Chinese Internet names were you will be surprised actually to find outperformance on the top line compare to U.S. tech misses and we will get into where we want to take our stand on a couple of the Chinese Internet names.
Finally we wrap up the by taking profits in India and Brazil and in what names we want to be selling here. Tune in now…
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