www.varchev.com

EM-Bulls take advantage! Here are the most promising sectors

As for emerging markets, the bulls are finally beginning to take advantage. After the fall of nearly 25% on stock markets in emerging markets, assets began to show some stability stemming mainly from the declining influence of the trade war and the strong motivation of the central banks of Turkey and Argentina to protect their currencies.

At present, Latin America, Eastern Europe, the Middle East, and Africa have the best prospects for currency and bond investments. Asia remains the most promising in the stock market.

Here are the main expectations for Q4 of 2018.

By Region:

ЕМ Regional outlook

On the chart below you can also track the main driving forces of emerging markets:

EM Main drivers

Q4 looks like Mexico will be the most attractive country in emerging markets. On the next chart, we can track what expectations are in relation to FX, Bonds and Stocks:

Below are the inflation expectations and prospects for economic and monetary policy for 11 emerging economies.

Inflation expectations:

ЕМ Inflation outlook

Economic Perspectives:

EM Economic outlook

Monetary policy:

EM Monetary policy outlook

Source: Bloomberg Finance L.P.

Charts: Used with permission of Bloomberg Finance L.P.


 Trader Petar Milanov


Read more:
RECCOMEND WAS THIS POST USEFUL FOR YOU?
If you think, we can improve that section,
please comment. Your oppinion is imortant for us.
WARNING: Any news, opinions, research, data or other information contained within this website is provided as general market commentary and does not constitute investment or trading advice. Varchev Finance Ltd. expressly disclaims any liability for any lost principal or profits which may arise directly or indirectly from the use of or reliance on such information. Varchev Finance Ltd. may provide information, quotes, references and links to or from other sites and blogs and other sources of economic and market information as an educational service to its clients and prospects and does not endorse the opinions or recommendations of the sites, blogs or other sources of information.
Varchev Finance