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How Emerging Markets Fared In 2018’s Crosscurrents
FYI: Emerging markets fund managers advanced two consistent lines of reasoning for their portfolios during 2018. First, the “fundamentals” remained sound. Governments from Brazil to Indonesia were maintaining historically low inflation and budgetary discipline while growing at close to historical averages. Second, the managers in question bought excellent companies that would thrive (in the long term) regardless of political or economic ups-and-downs. Regards, Ted https://www.barrons.com/articles/how-emerging-markets-fared-in-2018s-crosscurrents-51545937338?mod=djem_b_Weekly Feed for Barrons Magazine
