Emerging markets are probably the biggest consumer opportunity in capitalism the next decade – at least according to McKinsey. I agree it’s near the top of the list and we need to find the right spots right now on this bear market. Join us as we travel around the world.
Tag: emerging markets
Emerging markets suffer during periods of a strong dollar. Unfortunately for them, the dollar has been rising for a decade. There are great position trades available in emerging markets, but cautious opportunism is the name of the game.
Alibaba might be cheap here, but it might get cheaper.
I’m cutting exposure to Alibaba on China risk.
I am selling BABA and EMQQ for now.