Brazil, one of the best markets in 2016, has clearly underperformed in the past few weeks, writes Maarten-Jan Bakkum, senior strategist, emerging markets at NN Investment Partners.
Commodity-producing nations will benefit
What will be Trump impact?
You may not have enjoyed 2016 but it was actually a decent year for investors. Perhaps surprisingly, Russia, Brazil and high yield top the performance rankings, which goes to show the wisdom of avoiding crowded trades.
Before you think of asking yourself which way emerging markets are going to go this year, stop, writes Tamsin Evans, head of multi-asset at River and Mercantile Asset Management.
Introduced new long-term discount target
Four factors for a super-Goldilocks economy
Emerging markets continue to face a number of macroeconomic challenges, often linked with the dramatic falls in commodity prices and political risks that investors must discount for.