Why Did We Increase the Allocation to Emerging Stock Markets Again?
The Weekly Globe: in this article, we explain why we are optimistic about this asset class and what the risks are in increasing this allocation
By Rodrigo Lopes, Equity Strategist
This year, we had already raised our recommendation in emerging stock markets to one level above neutral, and since then, we have observed excellent performance. Nevertheless, recently, our Investment Committee held a meeting and decided to once again raise the exposure to this asset class, considering that there is an even greater potential for appreciation at this time.
In this article, we will explain the conditions that justify our optimism with emerging stock markets, as well as the risks involved in this allocation.
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