Time To Ride Emerging Markets?

After a tough start of 2016, investors’ concerns on the outlook for emerging countries appear to have considerably softened. The main reason is the rebound in commodity prices as many emerging countries are commodity exporters. For example, oil prices have rebounded by 37% year to date and by 88% from February’s low. The CRB commodity index has rebounded 26% from the 43-year low recorded in February.

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