Tuesday, Mar 23, 2010
Which way emerging-market equities?
Investment Postcards: Which way emerging-market equities?
With investors' risk appetite emboldened by the prospects of an economic recovery, emerging-market equities (+104.0%) have outperformed mature-market equities (+73.3%) by a considerable margin since the commencement of the cyclical bull market in early March 2009. But these numbers camouflage the fact that the past six months have been characterized by essentially a sideways movement in relative performance. This raises the question as to how investors should place their bets over the next few months.
Posted by prieur du plessis @ 10:02 AM (338 views) Add Comment
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