People have been bearish on EM (EEM, quote) growth and we continue to hear trade data spouted daily that is stated to indicate limited upside growth to EM economies in the near term. Fundamentals are debatable, but core technical factors are working for EM investors:
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Multi-year mean reversion trade versus the SPX and DM - Recovery in oil (USO, quote) and chart that is more V shaped than W shaped at the moment
- The Dollars technical breakdown
We also want to point out to our investors the potential for massive….
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