All is not well in Emerging Market (EM) equities. Having underperformed stocks in mature markets since 2011, the MSCI Emerging Markets index has been especially hard hit in the recent shakeout in equities worldwide.
This is therefore a good moment to ask whether EM shares currently offer a tactical buying opportunity.
In this latest edition of Market Tactics, I explore:
-The longer-term track record of EM stocks
-Some of the key performance drivers of EM stocks
- A timing model for beating the MSCI EM index
