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Emerging Markets Morning Call with Tim Seymour -- 2/14/11
emergingmoneydotcom
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Everyone clearly focused on the China data while Portugal's spreads blow out again. Dollar complacency may resolve soon. Opportunities in Japan export and in the oil patch.
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Emerging Markets Morning Call with Tim Seymour -- 2/10/11
emergingmoneydotcom
20 views
Flows out of emerging markets look like a short-term proposition but emerging markets continue to get the long-term allocations. Banks, miners and some currencies look inte...
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Emerging Markets Morning Call with Tim Seymour -- 2/9/11
emergingmoneydotcom
12 views
Emerging markets trading sideways as flows are diverted from emerging markets with rising interest rates back to the developed world. Look for value and be careful.
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Emerging Markets Call with Tim Seymour -- 2/7/11
emergingmoneydotcom
28 views
Good to be home. Indian stocks finding decent support here, as are emerging markets elsewhere. Watch the U.S. macro data this week.
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Emerging Markets Morning Call with Tim Seymour -- 2/3/11
emergingmoneydotcom
12 views
From Moscow: Lunar new year and tomorrow's job report keeping some players on the sidelines. Latin America looking to recover, money rotating out of Russian consumer plays ...
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Emerging Markets Morning Call with Tim Seymour -- 2/2/11
emergingmoneydotcom
15 views
Greetings from Moscow. A lot of players look underinvested here as the Egypt situation evolves. Commodities, Turkish banks at interesting levels.
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Morning Call 2/1/2011
emergingmoneydotcom
3 views
From Turkey today: Emerging markets storming back but there is still a lot of choppiness ahead. Shanghai back at October highs and oil is doing well.
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Morning Call 1/28/2011
emergingmoneydotcom
4 views
Emerging markets really struggling with inflation, as the problems in the Arab world demonstrate. Keep one eye on Egypt and another on fund flows.
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Morning Call 1/27/2011
emergingmoneydotcom
2 views
Fed follow-through was enough for emerging markets to see that the export story is alive and well. Big night in China and in commodities like potash.
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Morning Call 1/25/2011
emergingmoneydotcom
4 views
Big pullback in quite a few of our key markets, including just about all the commodities but nickel. Multinationals moving into emerging remain an area to watch.
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