For more information please contact us

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

A structural growth story: EM overtakes S&P 500 in Tech!

The Emerging View

30 August 2016

• More than 50% of the MSCI EM equity index (MSCI EM) now consists of structural growth companies, while the commodity share has fallen to just 14%. • The tech share of MSCI EM is now higher than the tech share of the S&P 500. • All other things being equal, the MSCI EM ought to trade at a premium to historical valuations and the gap with developed market equities ought to be closing.

Full article

Latest Insights

View all