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Emerging Markets after the summer sell-off: Hold or Add?
24 September 2013
We believe Emerging Markets (EM) debt and equities are likely to offer attractive
returns over the next 12 months due to strong technicals, improving
fundamentals, and attractive valuations in the wake of the summer sell-off.
It is no small irony that the two main providers of benchmark indices for developed economies either already include or may be about to include Chinese government bonds, while the main provider of index...
The latest IMF World Economic Outlook confirms that the difference in economic growth rates between Emerging Markets
(EM) and developed markets (DM) will continue to widen over the next five years. According...