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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.
EM is nearly 50% of global GDP, but EM countries have only issued 22% of the world’s outstanding bonds, so there is widespread recognition that EM countries are healthier than developed countries when...
Emerging Markets (EM) fixed income should deliver compounded returns ranging from 30% to 60% in Dollar terms over the 2019-2023 investment horizon as markets revert to unwinding the so-called ‘Quantitative...