Valuations are compelling in Emerging Markets, but momentum is weak. Seasonally, June is weak. Gold and silver show strength against dollar weakness.
AVC partners review Veronika’s participation in the Russian Portfolio Investment Conference where she discussed our Dividend Investment Research (DIR), and the new 13 to 15% income tax for Russian non-residents, down from 30%. We reviewed the influence of recent central bank actions stocks and bond pricing. Credit quality is likely to become more of Read more ➝