China Sell Off Makes Emerging Markets Better Value

China shares have had their worst October in a decade, and the sell-off yesterday was the largest since January 2016 - is the fear warranted?

Cyrique Bourbon 9 October, 2018 | 9:34AM

 

Cyrique Bourbon: Markets continue to be quite volatile and there's plenty for investors to be worried about thinking about the trade war between the U.S. and China where there are actually risks that things could escalate a little bit further. Obviously, markets have reacted to that to a certain extent pricing in some of those risks and we feel they are probably the most priced in on the emerging markets side.

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About Author

Cyrique Bourbon  is multi-asset portfolio manager for Morningstar Investment Management EMEA

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