Four reasons why emerging market investors should not panic

Fiscal stimulus and history to the rescue?

clock • 5 min read

Coronavirus uncertainty and an oil price war have created fear, but future stimulus and lessons from history provide reassurance for investors.

Global equities were shaken further last week as investors, who were already grappling with the economic impact from the coronavirus, were hit unexpectedly by a tumbling oil price. With markets already fragile - February saw the S&P 500 experience its fastest 10% fall since the Great Depression as Covid-19 escalated from a temporary regional shock to a global phenomenon - Monday (9 March) saw the largest one-day losses since the financial crisis as Saudi Arabia launched an oil price war against Russia. The opportunity in emerging market risk While many unknown factors remain and in...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Emerging markets

Ninety One's Nicholas Jaquier: A letter from Argentina

Ninety One's Nicholas Jaquier: A letter from Argentina

The reforming frontier-market economy

Nicolas Jaquier
clock 10 May 2024 • 4 min read
Partner Insight: Accessing India's growth - why you need more than a GEM strategy

Partner Insight: Accessing India's growth - why you need more than a GEM strategy

FSSA Portfolio Manager Vinay Agarwal discusses accessing India’s growth by embracing the nuances of a dedicated India strategy.

Vinay Agarwal , Portfolio Manager at FSSA Investment Managers
clock 22 April 2024 • 6 min read
JPM AM's Hugh Gimber: Thinking more broadly about EM stocks

JPM AM's Hugh Gimber: Thinking more broadly about EM stocks

Client demand into region rising

Hugh Gimber
clock 26 March 2024 • 4 min read
Trustpilot