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Strong Q1 across the board for EM assets
Weekly investor research
03 April 2017
The strong performance of Emerging Markets in Q1 2017 is based on a strong value proposition, which has been in the making for several years and waning profitability in developed markets. EM risks are mainly idiosyncratic and can be mitigated with active management. South Africa and Venezuela are two cases in point. In most cases, investors should buy into bouts of volatility, especially when it is imparted by events in developed economies.