EM (Strate)gist gets to the gist of Emerging Markets FX, Bonds, Economics, Politics and Global Macro.

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    EMgist_admin
    Nov 24, 2017

    Peru stocks - MW on good econ, bad poli, fair valuation

    Earlier this week we published a blog post on Peruvian stocks.


    Read more here: http://www.emgist.com/single-post/2017/11/22/Deep-dive---Peru-stocks-Neutral-EPU-ETF-Qualifies-for-World-Cup-not-yet-for-OW-stance-vs-MSCI-LatAm



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    EMgist_admin
    Nov 24, 2017

    Tactically, we might prefer Chile (ECH) to Peru (EPU): http://www.emgist.com/live/emgist-live/chile-stocks-tactical-opportunity

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