For more information please contact us

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

Inflection point

Weekly investor research

10 October 2016

The latest IMF World Economic Outlook confirms that 2016 will see a strong pick-up in Emerging Markets’ (EM)s growth premium versus Developed Markets (DM). QE policies in DM have inflicted considerable financial tightening on EM economies over the last few years, but the EM growth premium is now picking up and should continue to do so for several years. Higher relative and absolute EM growth rates should in turn lead to more inflows and stronger investment returns. The case for EM is also supported by much better valuations, stronger currencies and very healthy positioning.

Full article

Latest Insights

View all