Opportunities in EMs such as Indonesia and Myanmar
Payments from listed companies hit $513.8bn in Q2
Fund to be renamed the Prusik Asia Emerging Opps fund
Re-escalation of trade war tensions could feed end-of-cycle concerns
Trade disputes, dollar strength and extensive currency depreciation in Argentina and Turkey (both with large current account deficits) have weighed on emerging market (EM) sentiment in recent months.
The US administration appears to be targeting export-oriented entities out of China.
Expectant of emerging market contagion
In the years prior to 1997, the countries known as the Asian tigers (Indonesia, South Korea, Malaysia and Thailand) experienced extraordinary economic performance along with macroeconomic stability.