Not all equity indices move together and the Emerging Markets (EM) have corrected ~16% from their February high, very much in-line with a recovery in the $US and painful slump by Chinese names following their tightening of regulatory controls. Over the coming months we believe the recovery by EM will outperform the potentially stretched S&P500.
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Reporting season has taken a positive turn – James Gerrish breaks down some of this weeks action.
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Thursday 11th September – Dow off -220pts, SPI off -20pts
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Market Matters Monthly Video Update: Portfolio Performance for November 2025
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Wednesday 10th September – Dow up +196pts, SPI down -4pts
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MM is bullish the Emerging Markets Index at current levels
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Reporting season has taken a positive turn – James Gerrish breaks down some of this weeks action.
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