Year of the Ox reflections: How emerging markets were eclipsed in 2021
China's regulatory crackdown, the Omicron outbreak and a bull-run in developed markets created the perfect storm for emerging markets. Will the sun break through in 2022?
Every Chinese New Year, AsianInvestor makes 10 predictions about the economic, political and financial developments that could impact global markets and asset owners.
One year on, we review these forecasts to see how well we did it. This reflection examines whether emerging market equities outperformed developed markets in 2021.
Will emerging market equities outperform developed market equities?
Answer: Yes
Verdict: Incorrect
Emerging market equities were a big disappoint…
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