Why Now Might be a Good Time for Risk-Tolerant Investors to Buy Into Emerging Markets (Globe and Mail)

• “China looks much more attractive from a valuation standpoint,” says Mr. Langham, who is RBC Global Asset Management’s senior portfolio manager and head of emerging market equities (U.K.)The fund is also paying attention to the emerging market consumer, given the strong possibility of a global recession on the horizon.“Generally, EM does better when the U.S. dollar is weak,” he says. “For EM to perform well, of all the factors that I can think of, the most important one would be a turn in the performance of the U.S. dollar.”
• “Emerging markets are very cheap on a relative basis to developed markets, like they were in 2002,” says Jean-Pierre Couture, an economist and senior portfolio manager with DGAM. “Looking at valuations, it is the best in 20 years and despite all the narrative on the political side, there is no de-globalization. Global trade is increasing more rapidly than global GDP.” READ MORE

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