Hello 2014: factors to titillate EM investors in 2014 | beyondbrics:
"The 4th in our series of guest posts on the outlook for 2014 is by Jan Dehn of Ashmore Group Head of Research, Ashmore Group
The outlook for Emerging Markets (EM) going into 2014 is dramatically better than at the start of 2013. Better fundamentals, stronger technicals and attractive valuations after a sharp technical sell-off in 2013 will lure investors. Tapering also poses less risk now, while many EM countries are now taking reforms very seriously. The way to approach this opportunity is through active management, because credit stories and elections feature prominently in the 2014 outlook."
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