Emerging Money Daily Audio Preview Call August 6 – On the call today we talk a bit about the price action in emerging markets in the last week where we technically are coming up to the levels we haven’t seen since last March.
We’ll provide a technical overview and take about our strategy on big caps as well as State owned enterprises the concept of reform even just the talk of reformer what that means for companies that are actually still cheap.
On the call as well we review the risk in global auto players in China but especially the Europeans luxury players like BMW and Daimler who have has a significant amount of success there.
And we wrap up with Russia and what our thoughts are on it.
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