Rush into emerging market equities raises alarm

Oct 20, 2010

Rising risk appetite sees a net 49% of global fund managers now overweight emerging markets, compared with 32% last month. But record inflows have put the spotlight back on valuations, with Morgan Stanley starting to scale back its position.

A sharp rise in risk appetite has seen investors rush headlong into emerging market (EM) equities amid expectations of a second wave of quantitative easing, according to a global fund manager survey.

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