by Michael J. Howell21. August 2015 14:32Is it time to buy EM? Two indicators we watch closely are: (1) investors’ risk appetite and (2) cross-border flows. Great buying opportunities are often signalled when investors in general are downbeat – measured by a low exposure to risk assets (e.g. equities) and a high proportion of safe assets (e.g. cash) in portfolios – and when foreign money is flooding out. With the screens currently blazing red, is this a time to buy?
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