Despite all the doom and gloom in Emerging Markets and the trends on performance relative to G3 markets EM-Asia has outperformed EMEA and Latin America and should continue to as structural economic issues are less pronounced and G3 acceleration helps Asia more than it does these other regions.
We are arguing that improving industrial cyclicality will be clearer for markets to see in 2Q and we have articulated this via our buy calls (listen to EM Audio Call March 6).
Subscribers can access a presentation providing a thesis from which to base investment calls including set ups, timing and a snapshot into where we expect the best performances.
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