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Emerging Markets Spotlight

Improving US dollar liquidity and a weaker dollar have the potential to drive very strong economic uplift and equity market returns in EMs. 

  • James Syme
11 Nov 2019
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View PDF   Download PDF  
  • There is possibly no country in the EM universe that has undergone a greater shift in its macroeconomic fundamentals and the relationship of its capital markets to those fundamentals than Thailand.
  • The JOHCM Global Emerging Markets Opportunities team take a look at what this means for Thai equities. 
     

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Past performance is no guarantee of future performance.
The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested. Investing in companies in emerging markets involves higher risk than investing in established economies or securities markets. Emerging Markets may have less stable legal and political systems, which could affect the safe-keeping or value of assets. The Fund’s investments include shares in small-cap companies and these tend to be traded less frequently and in lower volumes than larger companies making them potentially less liquid and more volatile. The information contained herein including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. 

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