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Cabot Emerging Markets Investor

Latest Issue

Cabot Emerging Markets Investor 687

June 13, 2019

Market sentiment for emerging and global markets improved this week and we are putting some cash to work including a new recommendation that plays on Asia’s thirst for coffee. Sentiment for emerging and global markets improved somewhat this week as our market timer (EEM) turned neutral between its 20-day and 50-day moving averages. Uncertainty regarding China and Mexico is a headwind but institutional flows into emerging markets remains pretty robust.

Updates

June 20, 2019

Emerging markets got a boost this week as it appears that there will be a high level meeting between the U.S. and China at the upcoming G-20 meeting.
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Special Bulletins

March 27, 2019

Rather than wait until Thursday, I would like to let you know that I’m moving one stock to a sell following its 7% decline Tuesday following disappointing news that electric vehicle subsidies in China are being cut 50%.
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Strategy