EMC2 is a Weekly Smackdown of Emerging Markets and Commodities. In just 7 short slides, we cover a lot of ground. Answer a bunch of questions. While generating clear, actionable insights along the way. For example:
At the macro level, is CHINA today a BUY or a SELL? And at the micro level, can we find some attractive names among the very biggest Chinese companies? And if not in China, then where can we find them?
Equity markets have been wild in 2022 but Commodity markets have been even crazier. Taking stock of the mayhem, can we find some opportunities today for going LONG or SHORT on some of these COMMODITIES?