Research.LeutholdGroup

What some EM countries are going through is a classic sequence that can potentially lead to a full-blown EM crisis.

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A few measures are suggesting that investor sentiment towards EM has reached a low ebb.

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The emerging markets are in a much better financial position to weather any financial turmoil than they have been in the past.

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EM valuations look cheap in a stock market world that otherwise doesn’t. But even their “cheapness” bothers us.

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What worked, what didn’t; what you need to consider for investing in Emerging Markets this year.

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We examine Emerging Markets from both the top-down and bottom-up perspectives as we try to identify where to move and what to expect. We check in on two successful EM thematic group ideas as well.

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