A few measures are suggesting that investor sentiment towards EM has reached a low ebb.
EM valuations look cheap in a stock market world that otherwise doesn’t. But even their “cheapness” bothers us.
The emerging markets are in a much better financial position to weather any financial turmoil than they have been in the past.
What worked, what didn’t; what you need to consider for investing in Emerging Markets this year.
We examine Emerging Markets from both the top-down and bottom-up perspectives as we try to identify where to move and what to expect. We check in on two successful EM thematic group ideas as well.