Emerging Money Daily Audio Call November 15 – On the call today we try to put elections perspective in terms of what fiscal and global trade policy can possibly be enacted and how quickly.
Today’s markets are taking a breather on the immediate implications of Trump and that means rates pause, EM rallies, Gold is bid.
For now we reflect on the importance of December which may indeed present more important market events than November did: OPEC, FED, Italian Referendum.
Chinese eCommerce names look oversold and we tell you which names we like and where the fundamentals truly lie.
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