Are Emerging Markets a Pain Point? Or is it Your Approach? (KraneShares)
KraneShares have previously noted that broad EM has actually been dragged down by heavy weightings to “slow growth” sectors such as energy, financials, and materials. KraneShares would all agree that for the last decade growth stocks have outperformed value stocks handily in the United States and globally. KraneShares believes the same trend is materializing in Emerging Markets and that re-balancing accordingly may provide performance benefits. READ MORE
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