December 15th, 2015

Is Emerging Markets Outperformance Correlated to SOEs?

Emerging markets (EM) was already a slippery slope to climb, but with Covid-19, that slope gets even more slippery. However, recent data has shown that EM outperformance could be tied to avoiding state-owned enterprises (SOEs). Per a Financial Times article, “research has shown that passive...
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