India and trade disputes give EM managers a lot to think about
Elections and oil prices among top talking points
One of the biggest concerns for emerging markets investors will always be political risk. The relative stability of developed markets in Europe and North America - although notably even that cannot be taken for granted right now either - is not a luxury...
Despite a dismal performance in the first half of 2018 owing to a plethora of setbacks - such as the stronger US dollar, the Turkish crisis, rising trade tensions and policy turbulence - emerging markets have a lot to look forward to in the second half...