Tag: Emerging Markets

Tag: Emerging Markets

31.12.2019

2020 EM Outlook: Navigating Opportunities

Emerging Market (EM) equities show significant potential for a 2020 rerating. With global investors still roughly 700 basis points underweight...

08.10.2019

The Case for Russia

Russian equities' prices will not remain disconnected from fundamentals and they should continue to outperform for the rest of the...