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.
Tag: emerging markets
Trade Alert – Cutting Alibaba Exposure
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.