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Emerging Markets Headwind Sets Up Valuation Opportunities

Regime shift from inflation to growth concerns raises prospects of a lower than expected rate hike. Active easing by China is a global outlier and has prompted outperformance, we expect this to continue.

  • Signs of weakening demand globally likely to flow through to lower global rate expectations
  • In China, active easing (monetary, fiscal and regulatory) gaining some traction post lockdowns
  • Sharply lower expectations for beaten up growth stocks create conditions for performance

Webinar details

August 4, 2022

11:00 AM US ET

Duration 60 MIN

An on demand replay will be available immediately after the live webinar.

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Emerging Market securities are subject to greater risks than U.S. domestic investments. These additional risks may include exchange rate fluctuations and exchange controls; less publicly available information; more volatile or less liquid securities markets; and the possibility of arbitrary action by foreign governments, or political, economic or social instability.

All investing is subject to risk, including the possible loss of the money you invest. As with any investment strategy, there is no guarantee that investment objectives will be met and investors may lose money. Diversification does not ensure a profit or protect against a loss in a declining market. Past performance is no guarantee of future performance.

Van Eck Associates Corporation.