Emerging Market (EM) equities are looking good at the moment, there is no doubt about it, and as regular readers of Riskwatchdog will already know, I am particularly bullish towards Polish, Turkish and Abu Dhabi stocks. But now looking elsewhere for the next big thing, I turn my attention to Latin America, identifying Peru as… [Read more]
Risk Watchdog and his colleagues at Business Monitor International (BMI) have grown very bullish Latin American currencies. Three views in particular stand out and form part of the BMI Global Key Market Views portfolio: Last Friday, my colleagues at BMI initiated a long Chilean peso/short US dollar view, which hit the initial CLP510.00/US$ target within… [Read more]
As we enter the fourth quarter, Terry Alexander returns with an outlook on near-term market dynamics, and why we are not yet ready to change our long-held bullish view. Stuart Allsopp joins this podcast to give a little more fundamental insight into what is driving the rally in Gold.
