Are EM investors focusing too much on short-term worries?

Didier Rabattu, head of Global Equities at Lombard Odier IM, explains reasons to invest in emerging markets despite the prospect of a Fed rike hike and Chinese demand slowdown, seeing an encouraging outlook.

Rabattu does not believe that emerging markets stock markets will fall if US interest rates rise and adds they are likely to remain volatile until the first US rate hike.

Rabattu also reports that EM stocks are correctly valued and that the Consumer Staples and Discretionary sectors have the potential to begin out-performing six to nine months after EM foreign exchange stabilisation.

 

More to read : 20150817 Are EM investors focusing too much on short-term worries

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