Emerging Market FX: The “Generational Trade”?
In short – Yes, and no… Emerging market currencies have undergone massive re-rating over last decade. In many cases they are still undervalued on a...
Category : Futures & FX
The Outlook for Emerging Markets in 2013
While clearly a lagging indicator by definition, momentum for emerging markets remains strong in a world where the U.S. and Europe aren’t caving in. Many...
Emerging Money Looks to 2013
Clearly lagging indicator by definition but momentum for emerging markets remain strong in a world where the U.S. and Europe aren’t caving in. Many questions...
Technical Thursday: BRICs keep rising
Since last week’s “ BRICs break out ” article, three of the four BRIC ETFs charted have continued in a similar vein. Today we update...
Emerging Money 2013 EM vs. DM Trade Update
We have spent a lot of time on EmergingMoney.com arguing for emerging markets (EM) outperformance to domestic markets (DM). This has been the right call...
Japanese Election in Focus.
In the past few weeks, the Japanese Yen has experienced considerable weakness. Some believe the main trend has finally reversed and the JPY will keep...
Emerging Money EM vs. DM trade update
The iShares MSCI Emerging Markets Index Fund ETF ( EEM , quote ) vs. the SPDR S&P 500 ETF ( SPY , quote ) trade...
All I Want for Christmas is Gold
China, Fed, BOJ, ECB all give reason to ask Santa for Gold this Christmas and possibly gold miners for the brave children who have been...
How to Buy Gold and Silver Bullion Coins
Let’s face facts: The world is in the midst of the biggest monetary bubble in history. It’s not just localized to the United States; it’s...
Is Brazil Ready to Rebound in 2013?
Part of Brazil’s growth dynamic is rooted in the record low interest rates that have resulted from a combination of aggressive Central Bank policy, and...