Emerging and frontier market equities saw strong performance in 2017
Over the past year markets have paid more attention to reflationary policies in Asia than earnings improvements. As a result, companies that have been growing the fastest—sometimes irrespective of valuations—have performed the best.
Follows rebound in the region
Since early 2017, Asia has seemed a potential equity hotspot. But with everything selling off, it's been hard to keep sight of that in recent weeks. Lionel Melin, Lyxor's senior cross-asset strategist explains how the fundamentals - a weaker dollar, Chinese...
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