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Posts Tagged with: EM

Dan: I agree on $BA and have short exposure

By - - China Exposure on September 23, 2015 2:38 PM 0 Follow-Ups
DanInitial

In 2014 BA got almost 60% of its sales from outside the United States, and 12% from China. It’s my belief that the FOMC’s lack of policy movement based on concerns about global growth has offered up a sort of mulligan for large U.S. multi-nationals like BA to take down forward guidance.  The next identifiable […]

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Tim: Brazil is much closer to a buy than a sell – $EWZ

By - - Emerging Markets on September 10, 2015 2:27 PM 1 Follow-Ups
TimInitial

Last night Brazil lost its “investment grade” status as the S&P downgraded Brazil from -BBB to BB+. None of this should have come as a surprise to fundamental analysts or those following the political circus in Brazil. This downgrade has been coming for nine months. S&P Upgraded Brazil to Investment Grade in April of 2008 […]

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