Fast Money's Gaming Emerging Market Trades
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Created by barrons3
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Date updated:07-01-2009

Tim Seymour said the catalysts for the emerging markets, which was up 30% for the quarter, will be China's PMI numbers that are coming out tonight and some evidence of real demand from OECD

symbol name last price % change open
  • +
  • PKX
    Posco
  • $117.74
  • +4.70%
  • $115.49

I’m excited about auto production in the emerging markets, explains Tim Seymour. And OECD auto production generates 20% of global steel demand. As a result I like steel for the second half and I’d play it with Posco (PKX), Gerdau (GGB), or Companhia Siderurgica Nacional (SID).

People owning PKX also tend to own: JAKKUSUFHBIJRNMASMGA

TheStreet.com Rating: A What is this?

  • +
  • GGB
    Gerdau Sa Ads
  • $16.72
  • +3.98%
  • $16.32

I’m excited about auto production in the emerging markets, explains Tim Seymour. And OECD auto production generates 20% of global steel demand. As a result I like steel for the second half and I’d play it with Posco (PKX), Gerdau (GGB), or Companhia Siderurgica Nacional (SID).

People owning GGB also tend to own: BMDCCJDVNLIFCSONTSMRVL

TheStreet.com Rating: C What is this?

  • +
  • SID
    Companhia Sider A
  • $35.94
  • +1.96%
  • $35.80

I’m excited about auto production in the emerging markets, explains Tim Seymour. And OECD auto production generates 20% of global steel demand. As a result I like steel for the second half and I’d play it with Posco (PKX), Gerdau (GGB), or Companhia Siderurgica Nacional (SID).

People owning SID also tend to own: ABVALAMXASABBDBGCCO

TheStreet.com Rating: C+ What is this?

  • +
  • VIV
    Vivo Participac N
  • $29.27
  • +1.56%
  • $28.97

Also I like playing emerging markets with handset and cellphone makers. And one of my favorite plays in the space is Vivo Participacoes (VIV), Seymour adds.

People owning VIV also tend to own: AVBAKCHINAERJEXTRNUANRIO

TheStreet.com Rating: C What is this?

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