the stuff i bot near the bottom in the past 2-3 months are really nice now.... on the flip side, they are getting to my call strikes - EWZ 71 and EEM 42, 43.... ironically options on EWH were so thin that i didnt sell any... quite likely I will kiss them (partial positions) good bye.
the markets i mentioned before - korea, indonesia, malaysia, india, are all still in choo choo mode.
still not a bad idea to shift a little weight over these markets.... they are far from extended yet.
anybody long emerging markets?
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