Emerging markets are a currency trade with equities attached
The index traded at 67.97, +0.28% today. Most of the return dispersion in EM comes from something other than the companies.
Free 4 min read
EEMIWM
Today's market movers
Delayed quotes · 3 up · 3 downLatest in Non-US Stocks
View feedA foundry that keeps its price rises after the boom is a different cyclical
The pricing evidence I track across the foundry's process generations.
Paid 2 min read