Searching for Alpha Consistency in Emerging Market Equities
Also Interesting
- Despite recent headwinds related to country-specific economies and trade wars, emerging markets continue to be a source of alpha for investors.
- The success of emerging markets in the past has been based on themes. The major theme for growth going forward is firmly based on the rise of the middle class and rising consumption in these markets.
- Index replication is challenging due to liquidity constraints and high trading costs, making skillful delivery of index exposure hard to find.
