Somerset Capital's Lam: The drivers of EM performance
'Prepare to go off the beaten track'
Ed Lam of Somerset Capital
Fears of a trade war and a stronger US dollar have hit emerging market (EM) sentiment this year, and much of the market has duly followed into the red.
However, the recent turbulence has provided long-term investors with a good opportunity to build EM exposure. The general backdrop is positive. While most commentators focus on US dollar strength, global...
