Recent Articles from this contributor
We believe we may be at an inflection point—the moment in time when the perfect alchemy of underlying forces could propel an EM rebound in 2019.
Correlations with Canada’s equity market are much lower today because of the technological transformation underway in the developing world.
The current underperformance in emerging markets should prove less painful than the Taper Tantrum of 2013, particularly for investors who shy away from countries with higher current account deficits.
Escalating trade tensions between the U.S. and China have investors in emerging markets on edge, but fears of an extended pullback in EM stocks may be overblown.
The Trump administration announced further tariffs on March 22nd, this time targeted specifically at China. President Trump announced the tariffs after blaming China for a significant decline in its manufacturing sector and a loss of American jobs.