Emerging Markets
Tavi Costa argued that capital is gradually rotating into Emerging Markets, particularly Latin America and resource-related assets, citing stronger relative performance and currency flows 1. BofA’s Hartnett recommended staying long Emerging Markets and said China technology looked interesting 2. Bloomberg Originals presented a contrasting claim that the AI boom is drawing investment away from Emerging Markets and worsening global trade imbalances 3.
From the window to Oct 14, 05:30 ET — this window's take is still to be written.
Where the voices land
All voices 1 voice1 bullish
Strongly bullish
- TCTavi CostaStrongly bullish Expects capital to keep rotating into emerging markets, with room to run over the next decade. “It's definitely rotating to emerging markets, we're seeing a very significant appreciation of a lot of the Latin American funds” ▶ 1:45 Bond Market Reckoning: Why Your Money Is Next | … · 12 Oct
1 bullish
Mentions
5 this weekStories it travels in
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The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Max Wiethe 2 mentions
- Ben Inker 2 mentions
- Walter Bloomberg 1 mention
- Jack Farley 1 mention
- Bloomberg 1 mention
- Tavi Costa 1 mention
- David Lin 1 mention
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