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Takeaway: Our #EmergingOutflows theme has legs. There will be clear winners and losers from here.

It’s the last Friday afternoon before Christmas and you probably need to get started on some last-minute holiday shopping. As such, we’re guessing you probably don’t feel like reading through a long diatribe on emerging markets. That’s great, because I certainly don’t feel like writing one.

With that in mind, please enjoy this ~3 minute @HedgeyeTV update on our #EmergingOutflows theme: http://www.youtube.com/watch?v=Q0e0zAfk1YU.

In the video, we outline the three most probable intermediate-term global macro scenarios – two of which are clearly negative for emerging market assets. Lastly, we outline the asset classes, regions and countries we think are poised to outperform from here, as well as those we think are poised to underperform.

We’re also releasing a new, 56-slide presentation containing updates, incremental analyses and fresh conclusions within the construct of this theme. CLICK HERE to download that presentation.

Email us if you have any questions; we’re always around to help.

Happy Holidays,


Darius Dale

Associate: Macro Team