Investment Perspective

Go For Growth: Explore Key Trends in Emerging Markets

It is our great pleasure to have your company at our dinner presentation on 20 April at the Terrior Parisien.  Below is the recap of the key messages:

Key Takeaways:

  • Trade tensions and geopolitical events have triggered market volatility year-to-date. Nevertheless, those risks looks manageable at present, as global fundamentals remain solid.
  • A positive reading for both EM equities and local currency debt YTD 2018 reveals strong resilience and optimism among investors, despite tariff concerns.
  • The medium-term outlook for EM economic outlook appears robust, earnings growth remains solid and equity valuations are relatively attractive.
  • EM local currency bonds provides attractive carry opportunities.
  • Investors are still underweight in both EM bonds and equities. Inflows to both asset classes to continue despite geo-political jitters.

Please contact your BNP Paribas representatives for further information.


Thank you for your continued support and look forward to seeing you at our next event