Steven Levine, Senior Market Analyst with Interactive Brokers, discusses the outlook for the media sector, assessing the impact of mega-mergers, new streaming services like Netflix (NFLX) and the expanding US-China trade war.
Photo Credit: David Stewart via Flickr Creative Commons
EM equity investors have been in a defensive posture since the beginning of this month and it is fair to say they remain in a “wait and watch” mood on what we’re calling “wildcards.”
Here’s the latest quarterly reshuffle of our portfolio holdings.
Here’s an example of why we focus almost exclusively on a company’s business model and market opportunity.
Both are solid alternative assets plays with bright futures.
