Emerging Stocks Could Make a Comeback This Year (Robeco)
2018 wasn’t a pretty year for equity markets in general, and for emerging markets in particular. Global stocks fell 4.1% (in euros), whereas emerging market equities realized a negative return of more than 10% (also in euros). The strong determination of the US Federal Reserve to keep tightening monetary policy, combined with tepid GDP growth, a trade war and a spike in idiosyncratic risk (Argentina, Turkey) got the better of emerging market stocks. But what about the outlook for 2019? Can we expect a revival for the asset class? READ MORE ON THE ROBECO BLOG OR THE JEROEN BLOKLAND FINANCIAL MARKETS BLOG
Similar Posts:
- Seven Things to Consider Before Investing in Emerging Markets (AllianceBernstein)
- Emerging Market Economies: A Brighter Outlook for 2019? (Hermes)
- Guide to Emerging Markets Investing (Robeco)
- Emerging Market Fixed Income: 2019 Outlook (UBP)
- Thinking Strategically About Emerging Markets (UBS)
- Mild Recession in the US may Aid Asian Markets Including India: Credit Suisse’s Dan Fineman (Money Control)
- Argentina: Where Growth & Stock Market Returns Diverge (Mobius Blog)
- Three Reasons Why Investors Should Buy Frontier Market Stocks (The BlackRock Blog)
- S&W’s McGrath: Emerging Markets Are at the Perfect Entry Point (FE Trustnet)
- IMF Warns of Emerging Markets Slowdown (FT)
- 2018 Emerging Markets Outlook: Rally In EM Equities to Continue – Particularly for Emerging Asia (Fiera Capital)
- Infographic: Why Emerging Market Stocks Aren’t All the Same (Charles Schwab)
- Five-Year Capital Market Outlook: Asia (Willis Towers Watson)
- Emerging Markets Debt Outlook: A Glass Half Full or Half Empty? (Wellington Management)
- Emerging Markets: Where People Actually Use Google+ (GlobalWebIndex Blog)
Leave a Reply