Any contrarian investor will tell you that when things are going south there are opportunities to be had.
Category: Global
Why tracking EMs is like nailing jelly to a wall
As emerging markets continue to struggle, so has investors’ patience been tested, but what can a conscientious asset allocator really do about it?
Emerging markets cheap or a value trap
In the recent BofA Merrill Lynch Fund Manager survey, a net 36% of the respondents said that global emerging markets are the most undervalued of all markets, the strongest reading since 2004.