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Sep 09 2015
Stock Market

The EM "Trap"

  • Sep 9, 2015
We expect EM valuations will undercut their 2008 lows before the current market decline has run its course. That washout might serve up the best stock market bargains in many years.

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Emerging Markets Defensives Cyclicals Normalized P/E

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About The Author

Doug Ramsey / Chief Investment Officer & Portfolio Manager

Doug Ramsey Chief Investment Officer & Portfolio Manager

Doug is the Chief Investment Officer of The Leuthold Group, LLC, and Co-Portfolio Manager of the Leuthold Core Investment Fund and the Leuthold Global Fund.

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Vol. 39 No. 12

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