Emerging Money Daily Audio Call April 13 – EM outperforming again despite Dollar strength. What does this tell us?
On the call today we review China data over the weekend and preview tonight’s key releases. Beijing has told us they will be data dependent and last night’s data means they should have their foot on the pedal. What is the china call after such a big run?
Europe outperforms and should but watching ECB for more clues on policy which will impact currency levels globally.
We talk about Brazil and our thoughts to owning one of the best performing markets in the world on a local basis.
Log into your account and select menu item “Emerging Money Call” for today’s audio call and a full list of archives
To Subscribe, to the full Emerging Daily Audio Call Click Here