BoA Merrill seeks fresh angle to tap EM consumption

Given recent price performance and valuations of emerging market consumer companies, the bank has identified 22 large-cap stocks in the US and Europe with leverage to the EM consumer.


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How will you alter your portfolio after the US election result?





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Underweight US
  17%
 
Overweight US
  35%
 
Underweight EMs
  9%
 
Raise cash levels
  26%
 
No change
  13%
TOTAL VOTES: 69
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November 2016 Magazine
AsianInvestor Magazine