Emerging Money Daily Audio Call – On the call today we get into how emerging markets are responds in a rising rate environment and why we have a somewhat counter consensus view that emerging markets can actually rally as long as you avoid current account deficit countries and expensive market, will dig into those thoughts behind that as well as take look at the China data out this week.
We’ll also talk about the Ali Baba trade along with a quick review on Russia news or like no news backdrop is probably pretty decent for Russian assets but why it’s not a good time to be playing in Russia