Emerging markets (EMs) might start showing relative outperformance compared to some of the other markets in the world. Markets are going to bottom till June worldwide from where the 12-15 month rally should start...more...
As a start it looks counterintuitive. We are already trading time indirectly, but how can you trade time directly? And even if you could, how will you commoditize time as an asset class? Before we understand how time triads can itself become an asset class, one should realize that indexing techniques over the last centuries have moved from price weighting to free float to fundamental indexing. The idea of a benchmark is simple and investible..." more...