Why Increase Allocation in Emerging Stock Markets?
The Weekly Globe: in this article, we will explain the factors that justify that decision, analyze the current price of entry of that asset class and identify the risks involved
By Rodrigo Lopes & Eduardo Coccaro
Amid questioning about American exceptionalism, the expectation of a weaker dollar, low allocation of global fund managers and the discounted pricing compared to the stock market of developed markets led us to raise our allocation recommendation in emerging stock markets in our clients' portfolios.
In this article, we will explain the factors that justify that decision, analyze the current price of entry of that asset class and identify the risks involved.
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