Archivos diarios: abril 22, 2015

The Best And Worst Performing Emerging Markets In The First Quarter Of 2015

Summary

  • While emerging markets often trade together, some are doing better than others.
  • There are good reasons why some emerging markets will continue to do better than others.
  • It’s better to pick selected countries than emerging markets as a whole.

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How To Interpret China’s Decision To Support Its Iron Ore Industry

Summary

  • China has taken action to support its iron ore industry after prices continue to drop.
  • China’s move means that it doesn’t want to rely on foreign supplies even if they’re cheaper.
  • Iron ore suppliers outside of the big four are now at even greater risk than before.

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