ashmail [at] ashmoregroup [dot] com (Email Ashmore)
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.
In conclusion, it is high time for new and constructive ideas in global finance. The Trump Trade War has failed. There may
not yet be any concrete signs that the US government is engaging in direct currency...
The Indian bond market rejoiced last week as Prime Minister Modi’s government unveiled an austere budget. On the other hand, Turkey is heading the Venezuelan way as Erdogan sacks the central bank governor....