Last updated: 17:51 / Friday, 25 April 2014
Viewpoint by Investec AM

The Emerging Market Sell-off Analyzed

Imagen
The Emerging Market Sell-off Analyzed
  • The core positives for emerging markets are still in place. However, some things have worsened
  • Right action has been taken to address the imbalances and hopefully stop the hemorrhaging of capital
  • Strong reform momentum in coming years will help emerging markets to outperform developed markets over the longer term
  • Current levels of yield at 7% for local currency EMD are attractive from a nominal perspective
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