The signals from the Chinese third plenum are all good for a liberalization of markets. The latest housing data from China was also strong.
Shanghai gained 2.9% overnight, Indonesia 1.3% and India 2.2%.
At the moment, the market is searching for 2014 themes and renewed optimism in emerging markets is looking like a frontrunner. That puts commodity currencies in a great place.
As for me, I’m basking in internet glory
