EMs: Time to divorce from the emotion and return to sensible fundamentals

The jury is out on emerging markets right now, and investor sentiment is as volatile as the countries and regions themselves argues Spike Hughes, CEO of Cohesion Investments

The question, however, is whether this volatility is being driven by the fortunes of the underlying markets and companies, or is a reflection of the way investors feel about being invested in them and what others around them are doing. We strongly believe when investors divorce themselves from emotion and return to sensible fundamentals, these opportunities can be accessed with greater certainty - and the volatility investors create can leverage returns, as an investor's friend. I have long believed companies with the financial strength and discipline to pay dividends, and which can m...