Comments
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ddthis guy is not very smart
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AZIf you look at the growth and inflation numbers in China you can see that the economy is slowing. I wouldn’t feel comfortable placing anyone’s money there knowing that. If global growth is slowing and Europe is on the brink of recession that’ll affect every market including China. I don’t think it’s time to be going long EM at this point. Also, for the dollar to weaken enough to stimulate EM’s, other currencies will have to strengthen. I don’t see the Euro, pound or Yen being the new go to for investors. What happens if China is forced to devalue the Yaun to stimulate their slowing economy? Way too much risk in this trade IMO. Cheers
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LCThanks Tommy! I do believe you’ll be proven right. Thank you for providing concise timeframe 👍
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SSI'd much prefer owning the Brazilian ETF EWZ than EEM - Having exposure to Chinese financials, Samsung and Taiwan Semiconductors doesn't appeal to me at this time. I'd also rather buy Tencent outright rather than through an ETF.
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TSEmerging markets better hope they suspend the laws of supply and demand....in the case of Eurodollars. More likely EM currencies will struggle against the dollar, but you never know for sure with
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DRGreat video and charts. TQ.