From Marina Pena: Emerging markets like Vietnam and Indonesia “are going to be the global growth powerhouse over the next 10 years,” Taimur Hyat, chief operating officer at PGIM, told Yahoo Finance’s “The First Trade” last week.
From Aaron Saldanha: EM stocks follow through on rise in Chinese equities
From Russ Koesterich, CFA: It may seem like a poor environment for EM stocks, but they outperformed in the recent volatility. Russ explains why.
From Sweta Killa: After a steep selloff triggered by trade tensions, a strong dollar, China’s economic slowdown, and crisis in Argentina and Turkey, emerging markets regained momentum as investors are betting hugely on their rebound in the coming months. In fact, this has pulled in billions of dollars into emerging market ETFs (read: ETFs to Benefit […]
From Rashique Rahman: A tightening of financial conditions, led by US Federal Reserve (Fed) rate hikes and an appreciating US dollar, have pressured emerging market (EM) assets so far this year.
From Tim Smith: After a bumper year of returns in 2017, emerging markets have copped a battering in 2018.
From Invesco: The numbers don’t lie — emerging equity markets (EMs) have dramatically lagged US equities in 2018 as shown in the table below.
From BlackRock: Richard Turnill explains why we see room for a further recovery in emerging market (EM) assets, particularly equities, after an unexpectedly prolonged selloff this year.
From BlackRock: Investors may be ready to abandon emerging markets, but as Russ Koesterich discusses, the potential is there for a sizeable rebound.
From Zacks: The year 2018 has so far been pretty upsetting for emerging market (EM) ETFs.The main cause of the EM pain in the first half was the dollar rally, which is why they witnessed the “worst start to a year since the 2013 taper tantrum.” As talks of faster-than-expected Fed rate hikes started doing rounds, […]
From Steven Vannelli, CFA: Over the summer, some groups within the global equity market sold off sharply, leading to the current trends of poor performance and weak breadth. Foreign stocks, cyclicals and value-oriented sectors were the hardest hit. From here, we expect better trends from these groups as they have become statistically washed out.
From Adem Tumerkan: I’ve enjoyed watching the mainstream financial media fumble over themselves trying to explain the Emerging Market crisis of 2018.
From Economy And Markets: Just saw a chart with the second quarter GDP results for the fastest growing countries in the world, and…
From Palisade Research: The Congressional Budget Office (CBO) just reported that the U.S. budget deficit is widening in a ‘big way’.
From John Rubino: This is the last emerging market crisis story for a while, promise. But one angle – exactly how a plunging currency in a far-off place affects supposedly stable markets like the US – is worth exploring because it’s happening right this minute.