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The main risks in EM right now
Weekly investor research
18 September 2017
Ashmore called the rally in Emerging Markets (EM) loudly and clearly, but we have been less vocal about the associated risks. This should not be confused with complacency: we strongly believe that there is no such thing as a risk-free investment anywhere, even in EM. To clear up any confusion on this point, this report focuses squarely on the risks facing EM after a year of strong performance. We examine both the risks emanating from within the asset class as well as those coming to the asset class from abroad.