Emerging Markets Equity: Are We in for a Rebound?

By Patricia Ribeiro - January 8, 2019

After a tough 2018, I’m very optimistic about emerging market equities this year. Sure, there are still headwinds—notably, the ongoing trade dispute between the U.S. and China—but I do believe the two nations will work out an agreement for one simple reason: no one wins a trade war.

There are other reasons I’m anticipating a better year in my investment discipline. First, the growth drivers are still there in emerging markets. Second, valuations have gotten attractive. And third, with the prospect of the U.S. Federal Reserve tapering its interest rate increases, that could present a nice tailwind for emerging markets, as well.

In my latest video, I present my argument for investing in emerging market equities, as well as offering a bit of insight into what worries me as we start 2019.

Patricia Ribeiro
Patricia Ribeiro

Transcript

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      The opinions expressed are those of American Century Investments (or the portfolio manager) and are no guarantee of the future performance of any American Century Investments' portfolio. This material has been prepared for educational purposes only. It is not intended to provide, and should not be relied upon for, investment, accounting, legal or tax advice.

      References to specific securities are for illustrative purposes only, and are not intended as recommendations to purchase or sell securities. Opinions and estimates offered constitute our judgment and, along with other portfolio data, are subject to change without notice.

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