There are attractive opportunities behind less popular stocks
But if investors prefer to stick with the developed markets, the pendulum is in Japan's favour.
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YEAR 2017 saw some of Asia's and Emerging Market's strongest equity rallies in several years. Attractive headline valuations, supportive macroeconomic conditions and improving corporate earnings fed investor sentiment. But while overall sentiment was broadly positive, huge disparities appeared between both performance (market and sector) and investment style.
Looking behind the headlines, the reality is that 2017's rallies were:
Looking into 2018, the evidence suggests that the emerging market outperformance will continue. While the headline valuations for Asia and Emerging Markets paint less of an obviously bullish picture than they did a year ago, many opportunities remain behind the facade.
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