Category: Emerging Markets

2014 in the Rear-View Mirror

Each year we have made a habit of taking a look back at what we’ve prognosticated “may” occur during the year and holding the mirror up. Given that we’re at year end 2014, it’s that time again! Sometimes this is a painful exercise, as it’s a clear reminder of how

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The Implications of “Red Monday”

Regular readers will have been very well positioned to take advantage of what is happening in emerging markets and specifically currencies as we can see from the fairly dramatic chart below. We’ve been positioning for a USD bull run for some time now. Back in October we made the call

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