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.

To continue reading, subscribe today

and enjoy unlimited access to the following:

  • Tips of the Week
  • Funds coverage
  • Weekly features on big investment themes
  • Trading ideas
  • Comprehensive companies coverage
  • Economic analysis
Subscribe
Subscribe to Investors Chronicle

Subscribe today

Full access for just £3.37 a week:

• Tips and recommendations - to beat the market 
• Portfolio clinic & Mr Bearbull - build a well-planned portfolio 
• Expert tools - track and manage investments effortlessly
• Plus free delivery to your home or office

Subscribe Now