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Policy Rate decision in Brail this Week – Watch Currency

We expect a hike (good for currency) but think it may be last of the cycle for COPOM. The currency continues to rally fueling a tremendous rally in Brazilian assets. We expect a Source
Posted On 29 Apr 2015

How To Trade Apple Into Earnings – The China Factor

We love Apple as a company and as an innovator…and also as an EM powerhouse.  Say what you want about Apples ASP price point being too high, but it’s still a global aspirational brand that developing nation Source
Posted On 27 Apr 2015

Emerging Markets: India Is Still A Buy

For those who didn’t notice, there was a selloff in the Indian equity markets today, with both benchmark indexes closing down sharply. The sell off was triggered by three factors. The first was Infosys, a major component of the indexes, quarterly profit declined by 2.6% and the...
Posted On 27 Apr 2015

Corruption Scandal Will Cost Petrobras At Least $2.1 Billion

By Charles Kennedy for Oilprice.com The Brazilian state-owned oil company has released its first financial statements in 8 months – and it doesn’t look good. Petrobras ( PBR ) has been embroiled in a corruption scandal that has weighed down its share price and sent shockwaves...
Posted On 27 Apr 2015

Emerging Markets: Taiwan, A Good Investment Destination

Based on research for his paper, “EM Equities: 50 Months of Downgrades,” Geoff Dennis, Head of Global Emerging Market Strategy for UBS, writes the following: “Upgrade/Downgrades Ratios – By Market. The only positive U/D ratio by (large) market is in Taiwan (+0.3%).” I agree with...
Posted On 24 Apr 2015

Red Light, Green Light 123

By Jay Meisler There is a children’s game called Red Light Green Light 123. In the game one person plays the Stop Light, turns his/her back and shouts out red light green light 123. The others, positioned away, start to run towards the caller. The caller then turns around and...
Posted On 24 Apr 2015

Emerging Markets: Russia Imploding?

Russian Prime Minister Dimitri Medvedev in a recent speech to the Parliament  told the lawmakers that the economy had shrunk 2% in the first three months of the year, the first since 2009. He added that due to the Western sanctions, the annexation of Crimea – which he said...
Posted On 23 Apr 2015

Midweek Sector Update: Oil Price Rally Has Markets Uneasy

By Evan Kelly for Oilprice.com Oil prices have rallied nearly 30%  since March, demonstrating some resilience and strength amid all sorts of conflicting projections about oil production. But now the next steps are uncertain. When oil prices were hovering in the mid-$40 per barrel...
Posted On 23 Apr 2015

Emerging Money Stock Screens

Waaaaybo   Weibo Stock has moved 20% the lows as pressure on the company has alleviated, BABA takeover talk rumbles on and improved user metrics.  (LONG) China Tel ($CHA) like China Mobile ($CHL) Source
Posted On 23 Apr 2015

The Epic Battle Between Bulls and Bears Over Gold

Gold continues to hover around the $1,200 level these past couple weeks on fears over Greece and its ability to satisfy its creditors. The bulls and bears continue to do battle in the gold ( GLD Source
Posted On 23 Apr 2015