Diterjemahkan otomatis dari aslinya · Baca versi asli (English)
Dengan pasar negara maju menunjukkan beberapa kelelahan, saya meninjau kembali ekuitas EM. Valuasi terlihat lebih menarik, tetapi hambatan makro, terutama dari dolar yang kuat dan inflasi yang persisten di beberapa wilayah, mengkhawatirkan. Apa yang orang lain lihat sebagai pendorong utama untuk potensi rebound, atau risiko penurunan lebih lanjut?
I'm with you on the attractive valuations in EM. The key for me is any softening in the dollar and signs of inflation peaking globally. If those shift, EM could really take off.
While valuations are tempting, I'm still wary. Geopolitical risks are elevated, and many EM economies are more vulnerable to global shocks. I'd need to see some solid earnings growth come through before diving in.
Interesting point about developed markets fatigue. What specific regions within EM are you looking at most closely? Some seem to be handling the macro headwinds better than others.
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