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Global View April 2015 - Emerging Markets: Can They Boom Again?

by Michael J. Howell29. April 2015 16:52

Emerging Markets have been a value trap for several years, but 2015 is seeing a change. In our view, they are now worth considering for new investment for three important reasons. Foremost among these is the prospect of Chinese monetary easing. Chineseliquidity, and not US liquidity, is the key driving factor for the sector and this is set to increase significantly.

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Global View May 2015: Could Weak 2015 GDP Force The US Dollar to Join The Global Currency War? Or Why Gold May Soon Start to ShineNew Report Published: The strong dollar now leads the field of excuses for the (un)surprisingly weak...Global View November 2015: How Likely Is A 2016 Global Liquidity Shock? Risk officers should beware. At the very least, holding less risk when the Fed starts to hike rates ...Global View May 2015: What Every Emerging Market Investor Needs to Know - It's Time To Raise EM ExposureEmerging Market (EM) investing has fallen out of fashion after several years of underperformance (50...

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Global View April 2015 - Emerging Markets: Can They Boom Again?

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