EM Positioning Review 2017. The Key Drivers of Performance
In order to understand the drivers of performance among EM active managers, we create a portfolio based on the aggregated holdings of 134 global...
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Q1 USD Low to Front Run Q2 EEM Correction
We have held a resounding USD bear stance from DXY 101 which is still very supportive for emerging markets and Asian equities in Q1, within our...
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Latest Capital Flows into Emerging Markets
The future looks bright according to latest cross-border capital flow data into Emerging Markets.CrossBorder Capital pioneered the analysis and...
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Chart of the Day: The World's Biggest Structural Break?
A consistent feature of the global economy over the last c.30 years or so has the rapid, trade-fuelled growth of emerging markets, led by the...
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2017 Chart Based Portfolio Returns of 16% and 6%
To close out 2017 we wanted to review some of our best and worst calls for the year. Closed position return was 16.29% and current open positions...
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