Emerging Daily Audio Call May 6 – On the call today we digest the Payroll number in the US and give implications for short and medium term trading go EM and resource focused plays.
Bottom line in China is you have to accept data from the government and companies for what it is – questionable and lacking transparency, thus investment in Chinese ADRs will require some leaps of faith. We address the BABA and BIDU noise.
Is Bad news bad news again for markets or is the Fed further from hiking ever again until we are in a new economic expansion that may in fact follow a contraction that comes first?
Have a great weekend.
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