REUTERS/Henry Romero This year’s weakness in EM equities has opened up a disconnect between prices and fundamentals. There are some signs that pressures from a firmer dollar are abating. Potential further tightening in financial conditions calls for greater selectivity. A shakeout in emerging market (EM) equities has created value in a world where good quality value is scarce. EM equities do face increased tail risks such as tightening financial conditions and ripples from U.S.-China trade ten...
REUTERS/Henry Romero This year’s weakness in EM equities has opened up a disconnect between prices and fundamentals. There are some signs that pressures from a firmer dollar are abating. Potential further tightening in financial conditions calls for greater selectivity. A shakeout in emerging market (EM) equities has created value in a world where good quality value is scarce. EM equities do face increased tail risks such as tightening financial conditions and ripples from U.S.-China trade ten...
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