Christmas Features 2017 

Can emerging market momentum continue?

Can emerging market momentum continue?

Backtrack 12 months and many investors anticipated that the recent rebound in emerging market sentiment was about to reverse. November 2016’s election of Donald Trump as US president sparked heavy sell-offs of emerging market currencies, following a series of protectionist policy statements on the campaign trail. Meanwhile, promises of increased infrastructure spending and tax cuts raised the spectre of a rise in inflation. At the time, some market-watchers thought this could lead to the Federal Reserve tightening its monetary policy at a faster pace than it had initially planned, causing investors to pull their money from emerging markets.

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