MM’s view on emerging markets in to 2023?
Dear James, What is the MM view on emerging markets as an investment theme in 2023 - specifically IEM ?
Many Thanks
John.
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Answer
Hi John,
In the short term we are looking for the $US to bounce after its aggressive pullback over the last 4-5 months which should create a headwind for emerging markets but over the medium/longer term we are buyers into such pullbacks i.e. we’re bullish.
- Short term the $60-2 area should prove hard work for our IEM ETF position over the coming weeks/months.
