11 Comments
Nov 13, 2022Liked by Callum Thomas

looking forward to 2023!

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:-) I think many of us are!

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good stuff.

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very informative thank you.

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I've been hearing about what chart #8 shows but it's kind of hard to believe. Seems like there should be a downturn in all of the regions.

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indeed, surprising. Yet, one point to consider perhaps is that retail flows are generally driven by trailing performance, and perhaps the outflows will come with a lag... meanwhile the buy-the-dip mentality is probably providing an offset to that

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(I need some education.)

$VXEEM looks to be heading below 200dma.

Does this enter your purview.

Am I reading it wrong

Excellent content. Thank you.

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Thanks, by itself I wouldn't put too much stock in it, but my composite measure of EM investor sentiment includes that along with credit spreads, flows, earnings sentiment, etc... and that indicator has reached contrarian bullish levels for EM (and is confirmed by Sentix survey indicators)

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Thank you - great input, as always!

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Cheers! appreciate you saying :-)

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