Emerging Markets May 2018

Wednesday, 16 May 2018

Valuation of Global EM equities on conventional measures is at discounts unwarranted by the less mature stage in business and interest rate cycles of Emerging compared to Developed economies. After much geopolitical turmoil, abating aggression from North Korea will benefit Asian emerging economies most and calmed fears could spill over into more conciliatory trade relations between China and the US. This offers opportunities for investors.

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