May. 5 at 7:37 PM
If emerging markets are to continue to thrive, we need to see the ratio of Copper versus Gold start to show a rising trend (early indications of this have already been seen/noted). Presently, the influence of a few semiconductor stocks are performing the heavy lifting in emerging market ETFs. Historically, the performance of emerging markets has been positively correlated to the ratio of the industrial metal over the precious metal.
$CPER $GLD $EEM