Once US goes into recession, EMs will do well: Andrew Holland

Andrew Holland, CEO of Avendus Capital Public Markets Alternate Strategies, sees emerging markets as a key growth area, particularly for investment following a downturn in global markets; Since I can remember, once the US goes into recession and interest rates start to fall, emerging markets do well”. India may initially experience weaker flows than areas such as China, Taiwan and Korea, but Holland expects earnings acceleration will attract increased investment during H2 of 2019.

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