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Emerging Markets Are Poised To Rally Again

TedTed
in The Bullpen
FYI: After a hot January, emerging market stocks are now again underperforming their U.S. peers.

The iShares MSCI Emerging Markets exchange-traded fund (ticker: EEM) is up 9% year-to-date, against 12% for the S&P 500.

But conditions remain ripe for a further rally in emerging markets, investors say. The macro risks that have been frightening investors—from a Chinese hard landing to an escalating Washington-Beijing trade war—seem to be lessening. The U.S. economy is slowing to a “Goldilocks” pace from the standpoint of emerging markets: vigorous enough to support global growth, but measured enough to keep the Federal Reshttps://www.mutualfundobserver.com/discuss/draftserve dovish. And valuations remain cheap by historical standards.
Regards,
Ted
https://www.barrons.com/articles/emerging-markets-rally-51552678978?refsec=funds
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