Expert Views: Emerging Europe

Investment managers share their views on Russia and Turkey and the challenges that face emerging Europe

Emma Wall 12 June, 2018 | 2:09PM

This article is part of Your Guide to Emerging Markets. All this week, we are focusing on emerging markets, sharing their potential pitfalls – and where you can make a pretty penny.

Russia

Dan Kemp, Morningstar Investment Management

There is no hiding that Russian political anxiety has a pronounced impact on western thinking. Vladimir Putin’s latest moves add another sentimental blow to these developments, with concerns likely to remain and asset prices in the region likely to be influenced by the negative sentiment.

Yet, societal concerns aside, we see an opportunity to benefit from Russian anxiety. Specifically, we continue to look favourably on Russian equities, especially relative to many of the expensive developed market peers.

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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

About Author

Emma Wall  is former Senior International Editor for Morningstar

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