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Alternative Market Briefing

Despite reported headwinds, many still bullish on emerging markets

Thursday, January 16, 2014

Bailey McCann, Opalesque New York:

Clouds have gathered on the horizon for emerging markets. Throughout 2013, the forecast for emerging markets was pretty positive - they are projected to account for nearly half of global growth as the world's economies continue muddling through. But that growth isn't guaranteed, and investors aren't totally on board. Still, for one hedge fund involved both emerging and frontier markets, opportunity still exists despite the risk.

Business Monitor, a global research firm released a report today that noted that there are near-term crisis risks in some emerging market (EM) countries, but EM in general is arguably better insulated now to crisis than in previous decades, and the report's focus is more on the long-term structural and institutional problems faced by policymakers rather than an economic collapse in 2014.

This sentiment is generally echoed by recent IMF research that said if there is a rapid unwinding of accommodative programs like the Fed's asset purchases, capital flow risk exists for emerging markets. The report shows that most of the damage would be the result of issues in developed economies instead of political or economic risks inside emerging markets. For investors like......................

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