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Emerging Markets in 2016: Beyond the Consensual Pessimism

What’s next for emerging markets after a turbulent 2015? The unexpected devaluation of the Yuan, the collapse of emerging currencies, large capital outflows, the implosion of China’s local market, freefalling oil prices as well as persistent political uncertainty, were only some of the numerous headwinds.
In an environment characterized by low commodity prices, rising rates and uncertainties around China, emerging markets will remain complex, but are likely to offer even more opportunities and alpha potential for those who know where to find them and how to avoid risks. Let us guide you through emerging markets in 2016.
Recorded Jan 20 2016 43 mins
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Presented by
Xavier HOVASSE, Head of the Emerging Equities team, Fund Manager; David Y. PARK, Fund Manager, Carmignac
Presentation preview: Emerging Markets in 2016: Beyond the Consensual Pessimism

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Live Webconferences for Professionals Investors
Carmignac web-conferences are held by Fund Managers and Members of Investment Committee. They provide updates on market views, Fund strategies and process and also give the opportunity to address client questions.

LEGAL PROVISIONS: The information presented in the web conferences is not contractually binding and does not constitute investment advice.

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  • Title: Emerging Markets in 2016: Beyond the Consensual Pessimism
  • Live at: Jan 20 2016 3:00 pm
  • Presented by: Xavier HOVASSE, Head of the Emerging Equities team, Fund Manager; David Y. PARK, Fund Manager, Carmignac
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