Emerging Money Daily Audio Call April 15 – On the call today we find global markets trudge higher but some major macro in our midst as we also look at the world form the ground up via US earnings season.
On today’s call we look at China macro which continues to disappoint yet not impacting local markets or the Hong Kong trade. We discuss how you should approach Hong Kong stocks.
In Europe the ECB has spoken and we draw conclusions for both European trading and the emerging markets impact.
Commodities continue their slow grind higher and this clearly is supporting emerging markets despite the fact the dollar remains reasonably well bid. Hav e we changed our view on the USD??
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