Mohamed El-Erian says we are seeing a “classic overshoot” to the downside in emerging markets right now, which should lead to more pain in the near term but opportunity over…
Tag: emerging markets
El-Erian: "Classic Overshoot" In EMs Will Hurt Now, Create Opportunities Later
Mohamed El-Erian says we are seeing a “classic overshoot” to the downside in emerging markets right now, which should lead to more pain in the near term but opportunity over…
Arnott: "You Don't Get Bargains In The Absence Of Fear"
Fundamental indexing guru Rob Arnott says that to get bargains, you have to invest in places where fears are high. Right now, he says that means to look in places…
Herro Talks EMs, Interest Rates, and What Worries Him
Top fund manager David Herro thinks emerging-market stocks remain overpriced, but he thinks there is a way for investors to benefit from emerging market growth. (more…)
Top Fund Manager On Emerging Market "Misnomers"
Justin Leverenz, whose developing market fund is one of the best performers in its class over the past five and ten years, says he thinks a number of inaccurate views…
Herro: EMs Still Too Pricey
David Herro has been one of the top fund managers in the world for over a decade, and he says emerging markets are looking overvalued even after recent declines. (more…)
Mobius: EM Selloff Temporary
Templeton Asset Management’s Mark Mobius says he thinks the emerging market trouble that has seeped into the U.S. market a bit will be temporary, and will provide significant buying opportunities.…
OSAM: How To Win In Emerging Markets
Emerging markets can make for enticing investments, and new research from James O’Shaughnessy’s firm shows how fundamental-focused investors can really take advantage of EM opportunities. “U.S. investors, and other investors…
Mobius Likes Eastern Europe, Africa, and Other Regions
Emerging markets guru Mark Mobius says he is finding global valuations “rather cheap”, and says he is finding a number of attractively priced stocks in Europe, Southeast Asia, China, and…
Arnott Looks to Emerging Markets, Thanks to Demographics, Deficits
PIMCO’s Rob Arnott says a major demographic shift means bad news for U.S. markets in the coming decades, though he says smart baby boomers will still be able to hit…