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Emerging Market Funds: Ugly, Scary And Not Getting Better: Point/ Counterpoint

TedTed
edited February 2016 in Fund Discussions
FYI; It's tough to be an emerging-markets fund manager these days. And it's not looking like it will get better anytime soon, at least not before the first quarter is over. For those in doubt, examine the five biggest developing world stock funds in the U.S. by assets.
Regards,
Ted
http://www.bloomberg.com/gadfly/articles/2016-02-25/emerging-market-funds-are-having-a-quarter-to-forget

Counterpoint:
Research Affiliates joins BlackRock, Templeton in bull camp.

Pimco All Asset Fund held 35% in emerging assets as of January

Emerging-market assets are so cheap that they may be “the trade of a decade,” according to Research Affiliates LLC, a sub-adviser to Pacific Investment Management Co., one of the world’s biggest money managers

http://www.bloomberg.com/news/articles/2016-02-24/pimco-adviser-sees-the-trade-of-a-decade-in-emerging-markets

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