Emerging Money Daily Audio Call July 10 – as we settlement into mid-day in the U.S. investors have come to realize two; the events in Portugal Espirito Santo are largely one off and largely the result of an institution with significant cross holdings but the positioning is what this is about.
Asset that have been underperforming are overweight trades and we will get into those details on the call.
We will dig into China’s numbers last night and we will look into Indonesia’s market into an election week and we wrap up with some profit taking in some very successful telecom positions in Latin America.
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