Thursday’s Emerging Money Audio Call. Emerging markets busting up to the higher end of the range on the MXEF what do you do with that relative to the positioning in the developed markets?
Chinese Internet names…Chinese casino names…What’s overdone where are we licking our chops little below the market here?
BIDU holding key levels and finally the currencies which throughout the emerging market space has had the greatest run actually look like they could go further and where we are taking some profits in some of markets that have had huge runs very quietly.
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