The attraction of emerging markets

There are a number of long-term drivers for emerging markets. But short-term factors have put emerging markets in the sweet spot this year, says UBS AM’s Kevin Barker.

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“What we’re seeing this year, is an acceleration of the short-term growth rate, leading to stronger earnings growth. Of all asset classes emerging market equities have had the strongest earnings upgrades in Q1,” explains Barker.

“Another attraction is the starting valuations. Emerging markets are cheaper than any other asset class. EM is in a sweet spot.”

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