Call Invite | Is This a Generational Buying Opportunity in Emerging Markets?

Watch this presentation live below at 1:00pm ET. 

 

Please join us on Wednesday, March 16th at 1:00pm EST for a conference call highlighting our latest thoughts on emerging markets. Recall that the globally-interconnected, rigorously quantitative nature of our research led us to be appropriately bearish on the structural outlook for EM economies and their financial markets as far back as early 2013, ultimately reiterating that view on a subsequent conference call in late 2014. Now, we are keen to apply a similarly rigorous framework in the process of kicking the tires on the long side of emerging markets.

 

KEY TOPICS OF DISCUSSION

 

  • Have emerging market financial assets bottomed? Despite a broad-based rebound in EM asset prices throughout the YTD, the belief that many EM asset markets remain at/near trough valuations has some merit. In this presentation we identify and vet potential catalysts for a sustained recovery and/or another material leg down for EM capital and currency markets.
  • Are the Chinese economy, its banking system and the yuan as vulnerable to collapse as investor consensus believes? Many investors seem to be of the view that China requires a material devaluation of the RMB to stave off banking crisis and/or outright economic collapse. Some investors actually believe each of those outcomes are inevitable. In this presentation, we offer our well-researched thoughts on the viability of these views.
  • Which countries will outperform from here? The latest refresh of our proprietary EM Crisis Risk Index will offer valuable insights as to which countries investors should overweight and underweight from here.

 

CALL DETAILS

 

  • Toll Free:
  • Toll:
  • UK: 0 -
  • Confirmation Number: 13631753
  • Materials: CLICK HERE

 

As always, our prepared remarks will be followed by a live, anonymous Q&A session. Please submit your questions to . Also, for those of you who cannot join us live, we will be distributing a replay video of the call shortly after it concludes.

 

Kind regards,

 

DD

 

Darius Dale

Director


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