While we expect an eventual break in this relationship, today Emerging Market equities are following, fairly tightly, the cycle of industrial commodities—a cycle that rolled over (on a secular basis, we believe) in 2011.
Dec
05
2014
The Surprising Winners In Emerging Markets
Login
For full access, please enter your credentials.
Not a Subscriber?
If you are interested in subscribing to The Leuthold Group, contact us online or give us a call at 612-332-1567.
Contact UsAbout The Author
![Doug Ramsey / Chief Investment Officer & Portfolio Manager](https://leuthold.imgix.net/leutholdgroup.com/site_files/authors/DSC_3768_LR_Doug.jpg?h=150&w=150&fit=crop&fp-y=.15)