Emerging Money Daily Audio Call August 5 – On the call today we get into our emerging market strategy where we’re reiterating a focus on large-cap and SOEs in emerging markets and we will tell you why.
We will take a look at Russia (RSX, quote) where we are concerned on the direction of the indices but we give you too great picks we think are transformational companies you should be looking at now.
We will also be taking a look at China (FXI, quote) and the services PMI looking out last night that was dreadful how that affects the sentiment towards Asia being one of our top if not our top region but technically where the emerging markets (EEM, quote) versus develop market markets trade has been working in where after a nice pull back today we would encourage you to reengage on the spread.
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