Global investment markets are becoming very macro driven and it’s pretty important to understand the big picture dynamics at play right now. The US dollar is the key to everything and there has been a growing shortage of dollars throughout the global economy over the past few years which we’re now seeing create the usual…
Why Emerging Market Stocks are Falling
The Emerging Markets were all the buzz this week, with India, Turkey and South Africa raising interest rates in an attempt to slow capital outflows. Since the 2008 crash, Emerging Market (EM) stocks have not been the same for US investors, significantly underperforming developed market stocks. Unfortunately I think they’re going to remain under pressure…