Emerging Money Daily Audio Call April 8 – Another breakout day in emerging markets as the broader index is propelled by China liquidity and improved tone in EM currency markets.
On today’s call we refresh levels in a number of the index conduits across EM. We reminded you were in China you still have some value and what has underperformed.
We continue to view Mexico as a market that offers balance between real growth from the US economy and an oversold condition due to unfair correlations with oil.
Emerging markets on a spread basis have a long way to go if you believe this rally is built off fundamental and structural changes in the macro. Tune into your account for more information.
Click the play button to listen to the audio call.
