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Report supports emerging market investment

12 July 2010

James Syme, head of Emerging Market Equities and manager of the Baring Global Emerging Markets Fund at Baring Asset Management, believes that we are near the optimum point in the global economic cycle for emerging market equity investing.

Read more: Baring Global Syme

James Syme, head of Emerging Market Equities and manager of the Baring Global Emerging Markets Fund at Baring Asset Management, believes that we are near the optimum point in the global economic cycle for emerging market equity investing.  Barings says that the combination of the recovery in the global economy, helped by a rebound in the US, and continued low interest rates in developed markets is driving emerging markets earnings estimates. In addition, Barings believes the asset class is attractively valued. Syme explains: “Global equity markets have fallen from their mid-April highs amid worries about the build up in sovereign debt levels. However, this is a developed market, rather than an emerging market problem. Looking ahead, we continue to expect a...


 

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