Neptune - The cyclical drivers behind the EM renaissance

2018-03-26

The cyclical drivers behind the EM renaissance

 

The outperformance of emerging markets that began in January 2016 and extended through the rest of that year and 2017 has continued in the first months of 2018. Perhaps the most important driver behind this sustained strength – the first consecutive years of outperformance since 2009/10 – is the ongoing synchronised recovery in global growth underway since early 2016. Emerging Markets traditionally perform best when the economic backdrop is strong as emerging market companies tend to offer the greatest operational leverage to global growth, and indeed emerging market corporate earnings continue to recover rapidly.

Click here o read the full article by Ewan Thompson, Head of Emerging markets at Neptune Investment

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