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EM Capitulation Was a Foreseeable Investor Error

Posted by Vident Financial on 3/5/21 10:45 AM

Last year we wrote a lot about the history of Emerging Market (EM) overperformance. That historically it tends to overperform developed markets; that it does not always overperform; the conditions under which it does overperform.

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Topics: Global Economics, Market Drivers, developed markets, emerging markets, Economics

The Global Stock Market Decompression

Posted by Vident Financial on 2/4/21 1:30 PM

In the most recent quarter, global stock markets continued to reverse the valuation compression which occurred in the first quarter.

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Topics: Global Economics, Market Drivers, developed markets, emerging markets, resiliency, equities, Market Resiliency, Economics

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