How a U.S. Downturn May Affect Emerging Markets [View article]
Thanks for this. In the short run emerging market investments tend to be "hot money", and in the event of any slowdown in the US we'll see US investors pull money very fast from emerging markets. I wouldn't want to be holding them in the event of a US recession.
Your analysis might be correct in the medium term, however. That means that a sharp sell-off in emerging markets might be a medium term buying opportunity.
How a U.S. Downturn May Affect Emerging Markets [View article]
Your analysis might be correct in the medium term, however. That means that a sharp sell-off in emerging markets might be a medium term buying opportunity.