Emerging Markets: Outlook and Recommendations
Today's report provides a synopsis of the technical state of emerging markets, along with actionable countries and a wide variety of bottom-up...
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EM Outlook: Bullish, Led by BRIC and Asia
Asia and the BRIC segment continue to outperform the broad EM universe. Based on technical breakouts in each of their relative strength trends (vs....
799 Views
International Equity Strategy: Bullish Big Picture
Economic data finally confirms what the charts have been saying all year: global growth in the major regions is now in sync. We see the bullish...
418 Views
A Visionary Prince, a Currency Peg, and the Price of Oil
Devaluing the riyal would lower Saudi Arabia’s fiscal breakeven oil price, allowing the Saudis to pump more at lower prices. But the political...
233 Views
EM Technicals: Overweight Asia; Indian Banks Are Breaking Out; Bottom-Up Ideas
Asia is leading EM higher. In this week's Chart Book, we highlight the following themes and actionable charts: Overweight Asia. In today’s...
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