JPMorgan Upgrades Emerging Markets. How to Play the Improved Outlook

JPMorgan upgrades emerging market equities as Sino-U.S. trade war eases

Last week, the U.S. and China agreed to a 90-day tariff reduction,

JPMorgan upgrades emerging markets. How to play the improved outlook

Strategist Mislav Matejka cited several factors for the change.

Wall Street Banks Say Emerging Markets’ Wasted Years Are Over

Wall Street’s emerging-market faithful are finally seeing better returns after missing out for years as US stocks soared.

While the US lead index S&P 500 has only known one direction for years – upwards – the shares of the emerging markets (EM) move broadly sideways. However, after some lost years, Wall Street's strategists are now targeting emerging markets. Faced with increasing risks from aggressive customs policy and a persistent debt crisis in the [...] The post According to Wall Street strategists, EM shares are the next bull market appeared first on financia…

Emerging Markets take centre stage

As global investment houses reassess their portfolios, emerging markets are fast becoming the new frontier for capital growth, with South Korea positioning itself as a standout leader in this worldwide shift. Investors searching for stability, innovation, and long-term returns are turning their attention to the vibrant economies beyond the traditional powerhouses, and South Korea is capturing that momentum with exceptional force. The cracks in t…

After Years in the Shadows, Emerging Markets Are Back in the Spotlight

Even while the S&P 500 has recovered recently, the gauge was flat for the year, and its emerging market equivalent was up 10%. After years of missing out on the surges in US stock, the faithful Wall Street emerging markets are finally reaping the benefits. Bank of America, Franklin Templeton, Morgan Stanley Investment Management, and AQR Capital Management are betting that the tide will favor developing market stocks. Michael Hartnett of Bank of…