EM stocks could surge. Here's why By Investing.com
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 17 2024
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Should l Buy ?
Source: Investing.com
Emerging Market Outlook: Alpine Macro predicts a strong rally for emerging market equities driven by cyclical profit recovery, policy easing, and undervaluation, particularly benefiting from improved global manufacturing and increased capital spending in non-tech Asian economies.
China's Fiscal Stimulus Impact: The recent shift towards fiscal stimulus in China is expected to enhance earnings across EM firms, with the potential for significant outperformance against developed markets depending on the extent of China's reflationary measures.
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About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
