Why Does Volatility Often Lead To Strong Emerging Equity Returns?

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  Posted by Two Blokes May 19 - Filed in General - #TwoBlokesTrading  - 2 views
  
  The MSCI Emerging Market Index had advanced by 10.0% in US dollar terms compared to the S&P, which was up by just 1.8%. In our view, this indicates that much of the bad news from tariffs was already priced into EM assets while US stocks needed to make a bigger adjustment.