Do opportunities remain in emerging markets?

THE BIQ QUESTION

clock • 3 min read

Are there any opportunities left in emerging markets?

David Hambidge, director, Premier multi-asset funds From a valuation perspective, there would appear to be some opportunities in emerging market equities, as they have been underperforming developed markets for a number of years now. However, this correction needs to be put in the context of over a decade of massive outperformance and, with so many investors late to the party, the region does not look particularly promising from a technical standpoint. We know that emerging market assets have benefited significantly from a world awash with cheap dollars and the likely tapering of qu...

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