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What is the next phase? Will there be a global recession? are some of the questions facing investors in today’s complex scenario.
Correlations in our areas of the market are currently near all-time highs; valuations are close to their all-time lows.
There are two ways currency movements can affect investors. In addition to translation effects at the portfolio level, companies within a portfolio may experience business impacts.
We have spoken to three professionals within the asset management industry who are specialised in emerging markets, so we can understand where are the opportunities available at the moment in emerging markets.
To help answer these questions, we tried to find help from the professionals within the asset management industry.
We come to the same conclusion, adjusting PE by long-term earnings growth and COE/ROE, which signals the ability to produce a return on capital higher than the cost of it.
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