JPMorgan on EM stocks: trust the cycle | beyondbrics

If you still think that markets move in cycles, this could be a good time to buy emerging market equities.

So says Richard Titherington, Chief Investment Officer for emerging market equities at JPMorgan Asset Management. You may lose money in the next three months, as the turmoil in the market works itself out. But on a one-to-three-year view, emerging market shares look good value.

'via Blog this'