Looking at the carnage today, the one aspect of the trade that stood out was the lack of damage to the two emerging markets ETF’s, VWO and EEM. The VWO fell -0,30% today and the EEM, fell 19 bp’s, far … Continued
Not one but two charts this week caught the eye, the first being the bottom chart which shows “relative P.E’s” of the US vs Emerging Markets, from JP Morgan. Not being a big fan of the “relative” valuation … Continued
Bespoke – in their weekly Research Report – published every Friday night, had a great graph on what could be a potential bottoming in Emerging Markets the last few weeks. This blog has written previously about Emerging Markets and … Continued