Western investors 'don't yet believe' in EM equities

Nov 4, 2010

Julian Mayo at Charlemagne Capital is sceptical that there will be a huge rush to emerging-market equities because too many investors still don't quite buy the story.

With US monetary policy keeping bond yields low and driving investors out of cash and into risk assets, the darlings of the equities world – emerging markets, particularly Asia – should be awash with liquidity, with valuations shooting through the roof.

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