Investors chat as they monitor stock prices at a brokerage house in Beijing on June 6. Fund managers are showing renewed interest in emerging market stocks. Photo: AP
Nicholas Spiro
Opinion

Opinion

Macroscope by Nicholas Spiro

Emerging markets are pulling in funds, but is investor optimism justified?

  • While a fund manager survey shows emerging markets are the most popular region for equity investors, growth in these countries is contracting
  • China’s ballooning debt-to-GDP ratio amid the trade war will hit emerging Asia hard

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Investors chat as they monitor stock prices at a brokerage house in Beijing on June 6. Fund managers are showing renewed interest in emerging market stocks. Photo: AP
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