Eastspring's Cormie: Normalising rates and global growth positive for GEM equities
Overheated global economic recovery a risk
Andrew Cormie of Eastspring Investments
Over the past two years, GEM equity markets have performed very well at a headline level.
However, we saw huge dispersion in stock level performance in 2017 as investors chased small pockets of popular growth stocks while paying little attention to the price they were paying. Similarly,...
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