On the basis of both Normalized P/E and Price/Book, there’s plenty of runway for EM stocks if they get back to even the midpoint of their 20-year valuation range. Rising commodity prices and a weak dollar would obviously help, and we expect both in the year ahead.
Nov
06
2020
Time For EM Stocks?
tags
Emerging Markets Emerging Market Stocks Emerging Vs. Developed Markets Allocation Strategy ValuationsLogin
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