Two years ago, we argued that 2016 was a year of transition for emerging markets (EMs). After five years of underperformance relative to developed markets (DMs), favourable winds were stirring: we saw early signs that the commodity cycle was bottoming out, productivity among EM companies was improving and the US dollar was likely to peak. These forces would strengthen in the coming two years, after which EMs would become a major investment theme. At the outset of 2018, it is clear that the tailwinds have arrived. READ MORE
Similar Posts:
- Are Emerging Markets Recoupling with Developed Markets? (II)
- 2018 Emerging Markets Outlook: The Next Leg of the Recovery (Mirae Asset)
- Deutsche Bank: Emerging Market Rally is a False Dawn (Barron’s)
- Russia Troubles Hit Emerging Markets – Including Emerging Europe (Barron’s)
- With China on ‘Extended’ Path to Reopening, Emerging Market Equities Will Outperform Peers in Developed Economies, Record Double-digit Growth, Allspring Analyst Says (SCMP)
- Emerging Market Fixed Income: 2019 Outlook (UBP)
- Structural Change in Emerging Markets: 4 Key Forces to Understand (Wellington Management)
- Aberdeen’s Star Manager Says an Emerging Markets Turnaround is Underway (FTAdviser)
- What Went Wrong for Terry Smith’s Trust? (FT Adviser)
- Outlook On Emerging Markets (Lazard AM)
- Three Reasons We Remain Bullish on Emerging Markets Long Term (Franklin Templeton)
- All Regions in the Recovery Stage of their Economic Cycles (Candriam)
- 8 of 10 Fastest Growing Markets are Frontier Markets (Mobius Blog)
- Emerging Markets 2018 Economic Outlook (Focus Economics)
- CLSA Equity Strategist Says India is the Best BRICs Investment Destination (LM)
