Emerging Markets September 2017

Monday, 18 September 2017

Global Equity Markets are coping well with political unrest. Volatility can be expected to rise, but investors should continue to still buy EM equities on dips. Cautious central banks, the Fed slow to raise rates and EM bankers only lowering rates when fully justified, are ensuring that the global business cycle has further to run. US recovery began nearly 10 years ago but cumulative GDP growth thus far in this expansion is modest.

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