Wait A Minute. Maybe People Aren’t As Fired Up About Emerging Markets As We Thought

Ok, so I'm not entirely sure how to frame this in light of how emerging market assets have performed this year, but I'm pretty sure it's really interesting. One of the big themes we've latched onto and perpetuated over the past couple of weeks is the extent to which EM assets have been largely bulletproof in the face of things that should, by all accounts, cause problems. Things like what's supposed to be a Fed tightening cycle, tightening in China, and plunging commodities. Here are some of