We are cautiously optimistic about emerging market (EM) equities this year. Valuations are reasonable and risks look to be largely contained.
China becoming a 'normal stockmarket'
The EMD hard currency (HC) asset class has declined by 4.75% since the beginning of the year.
Latin America and Caribbean at risk
Sunil Asnani, portfolio manager at Matthews Asia, gives his views on the most exciting investment opportunities in India and what lies ahead for the country in H2 2018.
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Trade war remains a risk
Improvement in corporate cashflows and industrials