Sector Rotation: divergences on SPX , NDX, MSCI and other world indexes specially in Argentina, Saudi Arabia, HK and China.
I am not adding risk.
MSCI has added China Mainland to its indexes and considering Saudi Arabia to EM Status.
Mario Randholm Blog. Mario is the founder of Randholm & Co. S.A.C., an investment management company dedicated to producing superior returns for its clients and employees by adhering to mathematical and statistical methods.