Emerging Money Daily Audio Call August 26 –Today we see global markets approaching all-time highs and on the whole we think emerging (EEM, quote) is looking a little frothy at these levels.
On the call we’ll tell you how we are playing it and give you some insight onto the Minsk meetings between Putin and Poroshenko today and why despite the positive sentiment we would be sellers of the strength in Russia (RSX, quote) over the last couple weeks.
Next we’ll dig into our Chinese (FXI, quote) Internet index where we had very good run. In the index we have a handful of names that we think could be bought at all-time highs and some stocks that have been weak over the last couple days on pretty good earnings places also to be buying that weakness. Login to your account to listen to the full briefing.