A theme that looks obvious in hindsight (as all themes do) is the outperformance of the U.S. vs. emerging markets in 2013. SPY is up almost 20% in 2013, while EEM is down more than …
Continue readingTencent Holdings
Here is a 5 year weekly chart of FXI: The technical case is getting weaker by the day, though if FXI is due for a bounce, it’s around the 30 level I’ve highlighted in red. …
Continue reading