“Do you see any Emerging Markets that are worth going long of at this point?” asked a subscriber on The Macro Show earlier today.
In the video above, Hedgeye Senior Macro and resident Emerging Market guru Darius Dale weighed in. “I just named eight countries” for investors to add on the long and short side, Dale said. “If you do that, it doesn’t matter what you’re doing with the other 20 or 30 Emerging Market countries.”
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