Harmony monkey

Why Now's the Time to Short Emerging Markets

My bet is that you don't short, if you haven't already. Waiting a bit will likely bring more clarity on the imminent (psychological) rescue of the US markets via another Fed rate cut 12/11 - 50bp possibly - and the re-liquification of the financials. All that the emerging markets need to see is the strong response of our markets to these stimuli to return to their upward bias.