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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