Dollar Shortage? Only for the Foolish
The chattering classes have two new themes, higher interest rates and quantitative tapering. The former, it is argued, is what is causing market...
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Emerging Markets Equities: Resume of the Bullish Trend Started in 2016, Indonesia to Outperform.
1. Emerging Markets equities and CDS suggest a new risk-on sequence: EM stock index benchmark is on intervention levels for a new rise back and...
64 Views
EM: Technical Leadership Charts & Screen
Despite recent deterioration, technical price and relative strength support levels continue to hold, and uptrends remain intact, for the MSCI EM...
233 Views
China MSCI/ZTE/PBoC/Japan Ties/Technology Push
China News That Matters MSCI adds a small slice of China to its main equity indexes Trump cancels death sentence on Zte Corp H (763 HK) as a favour...
130 Views
Emerging Markets Strategy: Attractive Setups in China, Brazil, India, and Chile
Recent USD strength has weighed on EM’s relative performance. Given (1) strength in commodity prices (sans precious metals), (2) the potential for...
309 Views