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A Biden Presidency, Excess Global Liquidity and China’s Resilience: How the World is Shaping Up for a Significant Rotation into Emerging Market Equities.
After a decade of US outperformance, there is talk of a great rotation in relative performance away from U.S. equities into Emerging Markets for the next decade. Below are the 5 tailwinds that support this shift and justify investors making the move into EM stocks TODAY.
Tailwind #1: The Biden Factor
Tailwind #2: The Liquidity Bazooka
Tailwind #3: The Economic and Earnings Momentum
Tailwind #4: Valuations
Tailwind #5: China
Milltrust was founded in 2011 and is headquartered in London and Singapore. Milltrust’s flagship product, the Milltrust Global Emerging Markets Fund, brings together leading, locally-based country-specialist teams from across the Emerging Markets into a single portfolio solution. The regulated Fund offers daily NAVs and a low management fee-only share class. The company’s investor base includes pension funds, sovereign entities, family offices, entrepreneurs, and high net worth individuals.
Categories: News
Tags: ASEAN Brazil China EM Emerging Markets Latin America MENA