Emerging markets reversal to be favored again?

2024年6月6日

EEM has 27% weight in China and 18% in Taiwan. Seems like peace may be on the horizon? Or, India is picking up the slack (17% weight).

2024年8月21日

ノート

Looking really good here.

2024年8月21日

ノート

Just needs to clear that 50M VWAP

2024年10月16日

ノート

This continues to develop really well. Big move up and now we're consolidating. I fully expect us to get to $59 again or close to it. Big question is China right now weighing this down. But, they are doing massive stimulus and pulling some playbooks from the USA during the 08' GFC. As our rates come down, we should see more of that demand come back that helps China. We'll see. I'm still long.