Emerging Money Daily Audio Call April 24 – Global markets moving higher with Latam taking center stage…Where do we see the most opportunity and is Brazil’s recent strong performance more than bottom fishing?
Chinese internet plays remain a focus.
US earnings are starting to tell us a different tale about EM growth and their overall contribution to earnings. After years of headwinds are developing nations giving multinationals some reason for a turn back to high growth?
Commodities remain the most interesting allocation with the most volatility in our view. Don’t be afraid to take profits where major moves off the bottom have taken place.
What happened to Greece? Seems that markets have forgotten what was supposed to have been a big deadline today for repaying IMF loans.
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