Weekly Investment View

Our weekly view on topical investment issues, written by our Global Asset Management team.

EM assets have discounted trade war talk, but not its effects

Weekly Investment View – 17 September 2018

Emerging markets, particularly Asia, have suffered a lot as talk of more US tariffs against China grew louder. For all the losses, the true cost of these tariffs is yet to be embedded in the value of EM stocks

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