Amundi recommends deeper thinking on EM equities
The French fund house shares the bullishness expressed in AsianInvestor’s emerging market equities poll, but advocates a selective approach.
Emerging markets have staged a rebound during the last two quarters, after a period of uncertainty at the beginning of 2016. AsianInvestor conducted an online poll in midsummer which underscores a positive mindset towards the sector, with nearly 60% of the poll’s respondents registering either ‘positive’ or ‘very positive’ views towards the sector (see graphs below, click to enlarge).
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