Fashion froth and speculative flows

Category: Asia, Global
By Paul Mackintosh

Current valuations suggest considerable opportunities left in EM equities

For a market event that – according to some interpretations – was supposed to affect assets boosted by post-GFC credit expansion, such as bonds, commodities, and private equity, the emerging markets (EM) rout from May 2013 had a strikingly large equities component to it

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