November 6, 2015 by Dan • Commentary

In today’s MorningWord (Bulls in China Shop) we looked at China’s bear market rally (since the Aug lows) and tried to determine what is says about the health of their economy, and what it means for global …

Continue reading
July 24, 2014 by Enis • Commentary

Emerging markets have outperformed developed markets since mid-March, a change in character after several years of severe underperformance.  The headlines in emerging markets have improved in certain areas (India and China most notably), while headline risk …

Continue reading