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Completed 12 Mar 2017 11:17 PM GMT
Disseminated 13 Mar 2017 03:00 AM GMT
Global Equity Strategy
13 March 2017
Equity Strategy
Re-entering EM as Fed has repriced; Funding with
Japan
We had been constructive on EM equities since March ’16, but in October Equity Strategy
advised to take profits – see report. EM equities are currently trading lower AC
Mislav Matejka, CFA
than their October levels, initia y due to rising trade/political uncertainty,
(44-20) 7134-9741
and more recently due to repricing of Fed expectations. On net, this leaves mislav.matejka@
EM up only 1.9% relative ytd, down from as much as 6% relative at the AC
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