Emerging Markets – A foreground of differences & a background of similarities

Emerging Markets – A foreground of differences & a background of similarities

This weekly comment is being written from Brazil, an emerging market that we have previously owned in our private client portfolios through the Findlay Park Latin American Fund (now part of the recently established Brown Advisory Latin American Fund) but not one we currently hold. My last visit in 2018 was shortly before the October

Index at the crossroads: Prospects for the FTSE-JSE All Share Index

Index at the crossroads: Prospects for the FTSE-JSE All Share Index

Last week this commentary wrote about Emerging Markets (EM) represented by the MSCI EM Index and an Emerging Market currency basket and concluded that after years of underperformance, EM equities were looking cheap relative to their own history and relative to developed market equities. In addition, emerging market currencies looked cheap as measured by standard

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