On 4 July, a Goldman Sachs executive appeared on CNBC to discuss investing in emerging markets. According to her, emerging markets may be a better investment than the U.S. despite growing concerns over higher debt levels and a stronger USD, U.S. market’s may actually offer more uncertainty than emerging markets.
“Look at what’s going on in the U.S. If you think about the moves in the U.S. both in the fixed income and equity markets there’s a lot hinging on policy options which may or may not occur. Does tax reform going to happen? What happens to health care? What happens to infrastructure?”
With that said, we brought back our emerging markets economic outlook. Read our latest summaries for the emerging markets below.