Futures & FX

Why Asia stocks will rally into year-end: Goldman

Stock markets across Asia may have taken the recent market rout on the chin, but that’s left them well-poised for a solid year-end rally, Goldman Sachs said.


“Asian regional stocks have recovered less of their recent decline and appear poised to make up some of this disparity,” Goldman said in a note Wednesday.


While the S&P 500 index has recovered 95 percent of its recent decline, the Stoxx Europe 600 has regained 64 percent and the Topix 63 percent, the MSCI...

Emerging Money Daily Audio Preview Call – October 30

Emerging Money Daily Audio Preview Call – October 30 – On the call today we talk about how Brazil (EWZ, quote) can be a place where we get outperformances especially as investors consider rate hikes maybe earlier than thought putting more pressure on the economy give some rise to few domestic...

Emerging Money Daily Audio Call – October 30

Emerging Money Daily Audio Call – October 30 – On the call today we talk about how Brazil (EWZ, quote) can be a place where we get outperformances especially as investors consider rate hikes maybe earlier than thought putting more pressure on the economy give some rise to few domestic sectors....

Emerging Money Daily Audio Preview Call on Tuesday, October 28

Emerging Money Daily Audio Preview Call on Tuesday, October 28 – On the call we see global markets Rallying, Europe catching up after the stress test pressure from the banking sector and DAX outperforming today. This means emerging markets are outperforming significant performance of 140bps.
We...

Emerging Money Daily Audio Call – October 28

Emerging Money Daily Audio Call on Tuesday, October 28 – On the call we see global markets Rallying, Europe catching up after the stress test pressure from the banking sector and DAX outperforming today. This means emerging markets are outperforming significant performance of 140bps.
We show...

Brazil Reminds Me of Many Emerging Markets

The news that Chanos is closing his Brazil shorts (or some of them) highlights for me why I like Emerging Market (EEM, quote) investing as markets can over react and overshoot creating great buying opportunities for those will to take measured risk.


Jim Chanos is closing Brazil shorts. If anything Chanos is saying what I said on Friday afternoon in a “Street Fight” with Brian Kelley. My man “BK” took the view that commodities remain Brazil’s Achilles heel and will continue to weight down the economy, and I said yeah I get that but I think the market (and especially the currency) have priced this in. See video by clicking on line below...

Emerging Money Daily Audio Call October 27

Emerging Money Daily Audio Call October 27 – Your Ticket Around the World – As global equity markets shrug off weaker data in Europe emerging markets (EEM, quote) continue to lag the macro across emerging markets continues to focus either on stagnation and elections in the case of Brazil (EWZ,...

Emerging Money Daily Audio preview Call October 27

Emerging Money Daily Audio preview Call October 27 – Your Ticket Around the World – As global equity markets shrug off weaker data in Europe emerging markets (EEM, quote) continue to lag the macro across emerging markets continues to focus either on stagnation and elections in the case of...