Tag Archives: economic rebalancing

Is recent instability a cause for alarm for emerging market investors?

Over the last two decades, emerging markets have been attractive to investors and investment strategies have followed an ever globalising trend. High growth rates in developing nations have meant that large profits have been generated in riskier assets outside of the more stable markets that have long dominated global economics.

Often double-digit growth in the BRIC nations – Brazil, Russia, India and China – has seen wilful investors reap great profits through investing in countries with plentiful opportunities, which often carry a higher degree of risk. Continue reading

Emerging markets: looking back on 2017 and forward on 2018

2017 was a good year for Emerging Markets, which continued their recent strong run, keeping them on track to outperform Developed Markets in back-to-back years for the first time since 2009/10. Compared to 2016, which offered only marginal outperformance thanks to the election result in the US in November causing a sharp market correction, the performance throughout 2017 was relatively much stronger. Continue reading