EM India EM

Published: Thu, 05/17/18

May 18, 2018 View in browser

If you Don't understand why Down EM but Up Copper. If you think commodity prices are illogical. Listen and think. 2 good short videos

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In the age of electrification, copper wins, this according to Gianni Kovacevic, Executive Chairman of CopperBank. “Today, 80% of the energy mix is fossil fue...

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We warned investors about the bottoming U.S. dollar in early April. And explicitly said avoid Emerging Market equities which would come under pressure. It’s ...