bullish
Commodities, Politics, and Mispriced Securities in Emerging Markets
SUMMARY
- Commodity price gyrations and political black swan events will shape frontier and emerging equity markets during the next few years.
- 2022-2023 are the best years to selectively shop for attractive narratives, as normalization in commodity prices and geopolitical tensions is necessary in order to adopt a holistic bullish view of emerging market equities.
- If equity valuations move towards Post 2008 levels, then emerging market equities could be one of the most attractive buys of this decade by 2024 or later.
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