Getting Exotic

The monthly timeframe of the emerging markets ETF, EEM, illustrates the potential for a rotation to continue this quarter. Thus far, China has been the big winner, along with Russia, in terms of the BRIC countries comprising the EEM. 

In my Weekend Video Strategy Session, later today, I will flesh out this idea. 

To be sure, the rotation thesis is not fully confirmed as the highlighted multi-year consideration, below, has yet to resolve higher. 

But the potential is there, and it thus merits a discussion with ideas.