Back to the Future for EM…and Global Markets?
As I talk to seasoned EM veterans who have been focused on this asset class for 15-20 years through a myriad of political, economic and...
Category : OB
Emerging Money Daily Call – March 10
Emerging markets are down about 90 basis points in line with the sentiment on China. China sentiment deteriorated rapidly over the weekend sending the Shanghai...
EM Fund Flows: 19th Straight Outflow Week Extends; Sentiment Duration Unbelievable
Analysis of capital flows is a fundamental part of being an investor in EM. What do... flows mean, what are... trends, where are...y leading??? The data...
Emerging Money Call – Mid-day Wrap Up
Good afternoon Emerging Money readers. ...une in as I recap key events from the week, evaluate current Emerging Markets along with commodities and which one commodity...
V2X (Euro vol) vs VIX (US vol): Whose Right? Euro Vol Spikes
War games continue in Europe. The German DAX Index is -2%. Copper is having worst day in 2 years (-3.1%) with some blame to China...
Emerging Markets of Asia – Where to Focus
Despite all the doom and gloom in Emerging Markets and the trends on performance relative to G3 markets EM-Asia has outperformed EMEA and Latin America...
Emerging Money China Internet Index (EMCHI) Opens to Fresh Alltime Highs
Check out our China internet index (EMCHI) as it rips higher on the open continuing what has been a 9.5% four day move, and 131%...
Emerging Money Daily Call – March 6
Daily Conference call for March 6. Emerging markets open 1% higher. In today’s call we review what PMI’s around the world mean for the metals....
Emerging Market Index End of Day Update
China Internet shares don’t care about the macro fear mongering. The Emerging Money China Internet Index ( EMCI ) hits another all-time high. ...
Emerging Money Daily Audio Call – March 5, 2014
Emerging Money daily audio call – Emerging Markets open flat to slightly lower after yesterday’s rally. Tune in to as I review economic data across...