Emerging Money Daily Audio Preview Call July 22 – On the call today we dig into the outperformance of Emerging Markets versus Developed Markets, another 70 basis points today and we believe the spread continues to trend higher especially with fund allocations being very supportive.
Regionally Asia continues to dominate. We’ll get into why we think Asia will continue to dominate and give you our top picks in Asia.
We’ll wrap up with Latin America down to earnings, we give you a couple companies we think will give great exposure to the emerging market consumer. These are secular plays to almost parallel what we are seeing in the media/telecom space here in the U.S.
As we get into the Chinese Internet space we want to give you some other names other than BIDU which are outperforming. Tune into your account now.
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