Reported about 1 year ago
Global X ETFs senior portfolio manager Malcolm Dorson discusses the increasing investor sentiment towards emerging markets, emphasizing the compelling valuations that are attracting attention. With emerging markets ranking as the second or third best performing asset class globally this year, investors are seeking opportunities for alpha generation, portfolio diversification, and a US dollar hedge. Dorson highlights India's growth potential and favorable demographics, Brazil's cyclical story and hedge potential against US national debt concerns, and the impact of US interest rate changes on emerging markets. Overall, structural factors and interest rate cuts are contributing to a potential cyclical upswing in emerging markets.
Source: YAHOO