Emerging Money Daily Audio Call April 28 – BOJ does nothing much to our surprise and not surprisingly the Yen appreciates and the USD weakens. The dominos that fall ( or rise!) are then also pretty obvious.
Resource earnings are now coming through and while balance sheets are far from out of the woods we are seeing better pricing trends feed into better FCF and debt servicing.
Discipline remains key.
What parts of the EM investment chain are underperforming in 2016?
We give you the next leg of the rally.
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