Sharp rally in emerging market assets raises questions over whether we are near the cycle’s high point. We may not yet be at peak EM, but it is looking close. READ MORE
Similar Posts:
- Emerging Markets: Blow-Up? Or Blow Over? (Goldman Sachs)
- The Fun Is Just Starting for Emerging Market Stocks (Bloomberg)
- Emerging Markets: How to Unlock the Next Wave of Returns (Amundi Asset Management)
- China Tech Crackdown Cycle Nearing an End, Fidelity’s Equity Fund Manager Says (SCMP)
- 2018 Emerging Markets Outlook: Rally In EM Equities to Continue – Particularly for Emerging Asia (Fiera Capital)
- 2018 Emerging Markets Outlook: The Next Leg of the Recovery (Mirae Asset)
- Emerging Markets Strategy Feb 2018: Volatility Returns, Fundamentals Stay Strong (JP Morgan)
- The Tailwinds Have Arrived: Our 2018 Outlook for Emerging Markets (Hermes Investment Management)
- Diageo’s emerging market problems deepen (FT)
- Why Emerging Markets Are Up to the Stress Test (FP)
- Morgan Stanley: Macau Up Cycle Likely Held for Several More Years (GGR Asia)
- Emerging Market Exchange Rates: Cheap or Value Traps? (Capital Group)
- 2018 Emerging Markets Outlook (Nikko Asset Management)
- Are Emerging Markets Recoupling with Developed Markets? (II)
- South African Pension Funds Cushion the Blow of Downgrades (BusinessReport)
