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EM sell-off a buying opportunity, says Ada
Emerging market investors need to rethink their strategy, says Ada Investments chief Vinay Nair. He sees the recent sell-off as an opportunity for investors to build exposure to these markets
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What a difference a decade makes. A savvy investor looking at emerging markets in 2003 noticed several tailwinds: trade integration of China; normalisation of balance sheets after the 1998 crisis; a new bullish cycle in commodity prices and falling real yields in the US.
The next five years saw the MSCI Emerging Markets Index post compound annual returns of 36%. By 2007 investors were rushing to emerging markets.
Then came the global financial crisis, rooted in the developed markets but inevitably
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