Emerging Markets: Returns, Valuations, Growth

My friend Meb Faber of Cambria Investments referenced these charts via Amundi in his research email list. (You can sign up here)

Several charts caught my eye — emerging markets remain attractively valued and priced; they have underperformed the US for a long time now.

My caveat about EM is that buying any will make you look foolish for many months but like a genius in a few years . . .


Valuations are attractive and widening growth differential is positive

Source: Amundi



Emerging Markets: source of return for the mid, long term

Source: Amundi


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