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Can Earning Season Save Growth Stocks? | Sam Burns
Forward Guidance
Emerging Markets: The Risks and Opportunities
I think it's still risky to dive into emerging markets in general and China in particular right now. I would look for non-China EM to kind of look more closely at but again as you start to see the Fed and other central banks are no longer providing as much liquidity that tends to be sort of a headwind for emerging markets and not all of them benefit from higher commodity prices. Europe actually looks pretty good because they're probably won't be raising rates and tightening liquidity quite as quickly or as aggressively as the Fed will so you'll probably still have some of that policy support there, Sam says.
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