1. Home
  2. Insights
  3. Research
  4. Emerging Markets after the summer sell-off: Hold or Add?

For more information please contact us

ashmail [at] ashmoregroup [dot] com (Email Ashmore)

Emerging Markets after the summer sell-off: Hold or Add?

Market Commentary

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.

Full article

Latest Insights

View all

EM unlikely to be at risk of another ‘Taper Tantrum’ episode

Weekly investor research

22 February 2021

Fears of another ‘Taper Tantrum’ sell-off episode, similar to 2013 due to the ongoing increase in US treasury yields are misplaced. Travel declined by three-quarters during the Chinese New Year in...

Read more

EM is no longer a commodity play

The Emerging View

16 February 2021

EM is no longer a commodity play. This report establishes commodity profiles for 114 EM countries and shows that extreme sensitivity to commodities is concentrated in a relatively small section of EM,...

Read more