Emerging Market Bonds…….you don’t buy “risky” emerging market bonds unless you are genuinely bullish. We believe that the strength of emerging market currencies is being supported by the strength of emerging market bonds. The performance of emerging markets (both equities and bonds) are a reasonably reliable indicator for the performance of commodities. This is due to the sensitivity of emerging markets to world growth. Most emerging markets are heavily involved in the extraction of resources (agriculture, mining, and energy).
The charts below relate to two of the larger emerging market funds available to investors……..both look bullish to us
Subscribers to our paid service are privy to our portfolio, sector weightings, and trade history.
Receive these market updates daily with our free newsletter.
