All Regions in the Recovery Stage of their Economic Cycles (Candriam)
The medium term case for EMD is supported by relative valuations in the HY segment, bottoming of fundamentals, and abundant global liquidity. However, health risks are still elevated around the discoveries of new and more contagious virus variants in South Africa and the UK that have forced re-introduction of tightening measures globally. READ MORE
Similar Posts:
- COVID Surge Puts Brakes on Thai and Malaysia Growth: Survey (Nikkei Asia)
- South Africa’s Economic and Potential Downgrade Woes (Bloomberg)
- Private Equity in Africa: Trends and Opportunities in 2021 (White & Case)
- Three Reasons We Remain Bullish on Emerging Markets Long Term (Franklin Templeton)
- 3 Ways to Structure an Emerging Markets Portfolio (Barron’s)
- Five-Year Capital Market Outlook: Asia (Willis Towers Watson)
- How Will Emerging Market Debt Emerge From the Crisis? (Capital Group)
- In Long Term Absolute Return Portfolio, I Have About 20 Stocks Which are Still Dominantly India: Chris Wood (The Economic Times)
- Are Big Tech Stocks Following in the Footsteps of Their Chinese Counterparts? Part Deux (The Felder Report)
- Capital Economics: History Says Rally in Emerging Market Stocks is no Dead Cat Bounce (FE Trustnet)
- Where to Find Opportunities in Emerging Markets (BlackRock)
- International Stock Outlook: Global Recovery (Fidelity International)
- China: Navigating the Regulatory Landscape (UBS AM)
- Three Keys to a New South Africa (Project Syndicate)
- MENA Equities: Five Key Themes and Reasons for Optimism (Franklin Templeton)
Leave a Reply