Emerging Markets Turnaround Signals

Emerging Markets Turnaround Signals


Russ Koesterich, CFA who is the Chief Investment Strategist for BlackRock has posted to his blog a number of “signposts” that will signal a turnaround in the underperformance of emerging markets.  In this post Mr. Koesterich states “While I believe that EM stocks, which look undervalued relative to EM markets’ growth potential and healthy corporate profits, have the potential to out perform their developed market counterparts over the next several years, I see few immediate catalysts for a very near-term EM rally.”

We would agree that a near-term rally in emerging market stocks and bonds does not seem likely in the immediate future, but that is almost always the case before something does rally.  The long-term case for emerging market assets is a good one, in our opinion, and merits an overweight of such assets in investment portfolios.  As always, we believe speculation on the near-term is more noise and entertainment, and investors would benefit by taking a long-term view.

Authored by: T. Taylor Payne, CPA/PFSCFP® (Bio)

Direct Phone: 812-602-6301

Email:  ttpayne@paynewealthpartners.com

The Payne Wealth Partners team has DEEP knowledge and is dedicated to increasing that knowledge to help make clients’ lives better.


The information in this material is only as current as the date indicated, and may be superseded by subsequent market events or for other reasons. While all information prepared in this document is believed to be accurate, any statements of opinion constitute only current opinions of Payne Wealth Partners, Inc., which are subject to change and which Payne Wealth Partners, Inc. does not undertake to update. Accordingly, you should not put undue reliance on these statements. The information does not attempt to examine all the facts and circumstances that may be relevant to an individual’s financial needs. Payne Wealth Partners, Inc. is not soliciting any action based on these statements.

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