Emerging Money Daily Audio Call – Tuesday October 7th – on the call today we talk about Brazil as we now digested the weekend’s election results and look forward to the 26th with at least a theme which is the Delmo’s popularity going into this runoff is the weakest any Brazilian presidential incumbent has seen since 98.
We’ll talk about the overall global risk environment here at the time we going to US earnings and the impact that the stronger dollar has on the S&P the impact on downgraded global growth has on emerging markets and where we see key levels on the EEM (EEM, quote) to trade.
We will also look further into Brazil (EWZ, quote) from a regional perspective and where actually there some companies in the region that we think can benefit from the chaos of the election environment. Log into your account for the full audio.
