Emerging Markets Portfolio Underrepresentation
Emerging markets are underrepresented in investor portfolios, suggesting potential for growth.
Too little corroboration in the last 3 days to call a trend (2 articles). Watching for it to gain traction.
"Ms Melissa Brown, head of investment decision research at SimCorp, said over the past few weeks volume has gone up, which suggests more people are coming into the market."
"You are looking at regions with expanding middle classes, increasing urbanisation, and a growing digital economy."
"Haefele expected EMs to become attractive once the Fed pivots on policy."
"Several of these funds could inspire investors to put together long-term diversified portfolios within their risk/return parameters."
"The firm believes the stocks are all under-recognized, with the Wall Street consensus overlooking some catalysts that could turn their fortunes around."
"Baucom notes some economies offering room for growth include China, South Korea, and Vietnam."