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Emerging market flows return as investors look for value

Fund managers move from "underweight" to "neutral" on the asset class, saying that selling has gone far enough

Ms Koch, whose house GSAM has made two big bets on stock exchanges and e-commerce companies, said that the world could be at a turning point for emerging markets performance; while Mr Secker likes Taiwan, and said that M&G has been buying tech names recently


AS INVESTORS seek out cheap valuations, a number of emerging markets are enjoying significant net inflows, notably Latin America. In Brazil, markets are already up 26 per cent year-to-date, in US-dollar terms.

Fund managers tell The Business Times that they have turned...