Emerging Market Strategy: In search of capitulation (J.P. Morgan)

July 2014

KEYWORDS: Emerging Markets, inflows, growth, Russia, China

Authors:

George Iwanicki

Organizations:
  • J.P. Morgan

Summary:

Given the extended EM underperformance, we are monitoring a “checklist” across a variety of market and cyclical indicators—including investor flows, valuation measures and aspects of growth expectations-that may indicate a “capitulation” or signs of a bot

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