Emerging Money Daily Audio Call July 1 – on the call we kick off the third-quarter with Market’s continuing pressed to all-time highs, Emerging Markets not necessarily although number of key markets are at all-time highs.
The key to Emerging Markets (EEM, quote) right now is dollar weakness spurring on much of the currency gains.
In the call today we will give you relative value trades in the medals department as well as Chinese Internet names which are now rallying back after a hiatus.
We will wrap up talking about the macro data around the world where we expect additional surprises to the upside.
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