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EM “Haves” and “Have Not’s”
Those EM “have’s” with exposure to either falling commodities, current account issues, political turmoil, or all of the above, are taking down all EM countries, even those who do not have (“have not”)...
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Emerging Money Audio Call March 31- Preview
Emerging Money Daily Audio Call with Tim Seymour Monday March 31 where emerging markets are outperforming S&P 500 12 out of 15 days. Emerging Markets are up 12 of 13 days with EEM trading at $41...
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Emerging Market Latin America Update: Chile
We endorse a look at Chile and outline why the country is one of our top OW markets. The Andes tower over Santiago, Chile On valuation Chile has traded down to the bottom end of the 5-10yr estimated...
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Emerging Money Audio Call – April 1 2014
Good Morning Tim Seymour with your daily emerging money audio call. Emerging Markets this No April fool’s joke is now flat on the year after what has been the best run 15 months. In today’s call we...
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Emerging Money Audio Call April 1 2014
Good Morning Tim Seymour with your daily emerging money audio call. Emerging Markets this No April fool’s joke is now flat on the year after what has been the best run 15 months. In today’s call we...
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Key Facts About Copper Supply and Demand – How the EM and Global Copper...
We have written widely about copper (CPER, quote) prices and trading the underlying miners at a time when spot copper prices have faced heavy selling pressure. There is a massive wave of new copper...
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Macro This Week = Uplift for Emerging Markets
As we see the US emerge from the winter hibernation (Retail Sales, Industrial Production, Jobless Claims), we are also seeing signs of Emerging Markets recovery on Macro. One implies the other and...
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Updating Our Emerging Markets Outlook
As Emerging Markets push near one year highs, we wanted to refresh our core views on markets, outlook and risks. Emerging Markets equities (EEM, quote) have outperformed the SPX by 10% from the lows in...
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Emerging Money Country Allocator Index (EMCAI) Outperforms the Benchmark
Over the last three months and from the lows set back in early February, the Emerging Money Country Allocator Index (EMCAI) has outperformed the benchmark MSCI. Why? We have been aggressively...
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Emerging Money Daily Audio Call June 27
Emerging Money Daily Audio Call June 27 – Emerging markets outperforming slightly but after a four to five-day consolidation on spread developed markets rebuilding a base here on the call today we get...
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