Emerging Money Daily Audio Call July 23 – Emerging markets flat effectively holding serve against the S&P spread basis but on today’s call we will talk about Turkish (TUR, quote) bank earnings as well as break out levels across the emerging market space including which indexes in Latin America that started to put a base in.
But the key message this morning is every strategist and crossover investor and blogger and person that has a voice is talking about where they think emerging markets (EEM, quote) are positioned. This is extremely bullish and is echoing something we been talking about for some time now.
People finally are seeing the indexes at break out levels and are recognizing fund data and this is all supportive for the outperformance argument we are making. Tune into the call and will give you more insight.
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