Emerging Markets Charts & Views

Amundi
By March 5, 2019 07:14

Emerging Markets Charts & Views

Seek opportunities, but be aware of short-term volatility

Emerging markets (EM) started 2019 on a strong footing and, as a result, some excessive valuation gaps have been partially closed. Yet, we continue to see opportunities in all EM segments (equity, bonds in hard currency and in local currency) with a medium to long-term view. In the short term, we anticipate phases of volatility as geopolitical uncertainty remains high (especially on trade negotiations) and China is engineering a soft landing of its economy. Against this backdrop, we believe investors could seek entry points in periods of volatility to further add into EM assets.

Amundi
By March 5, 2019 07:14

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