Follow Emerging Market fundamentals, not the front pages

Projit Chatterjee | UBS Asset Management | 19 February 2019 | 0.25 CE

Most of the front page’ risks afflicting Emerging Markets recently are receding. The vast majority of Emerging Market economies are fundamentally healthy and are being driven by broad thematics, not just evolving consumption patterns. By 2023, these economies will be contributing over 65% of the world’s GDP. And, while the emerging market growth upcycle took a pause in 2018 due to a strong USD...