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Non-Tech : The Brazil Board
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To: pocotrader who wrote (1619)8/25/2016 3:10:38 AM
From: elmatador1 Recommendation

Recommended By
pocotrader

   of 2508
 
Check the headlines:
"EM rally may be long-lived despite the Fed"


"As China nears exhaustion investors must look elsewhere" Yes, elsewhere is here in the EMs.


"GDP growth to outpace developed nations: Emerging markets back in fashion, to attract more funds"


As you know, China hogged the foreign Direct Investment. Now, China is going light, moving away from heavy industry and infrastructure, and the Foreign Direct Investment is being directed elsewhere.


Besides this time around the growth will be fuelled by cheap oil
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