Will China Lead Emerging Markets?

I've been bringing a lot of attention as of late to China, which up until the world was "Putinized" as a Twitter follower of mine calls it, looked to be due for a meltup. Commodities prior to the Ukraine/Russia confrontation had been showing signs of strengthening, and emerging markets overall looked to finally be stabilizing.Our ATAC models used for managing our mutual fund and separate accounts had exposure to emerging markets more broadly, but rotated back toward the U.S. as relative momentum, once again, failed to stick just before Crimea news was hitting the airwaves.

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