‘Over-Analysis’ Is Going To Keep You From Making 230% On EM Stocks – But That’s Your Problem

Now look, I know what you're thinking. You're thinking that, considering the already sizable move (some 60% from the start of 2016), considering the multitude of geopolitical headwinds and idiosyncratic country risks, and considering the distinct possibility that DM central banks are about to try and unwind the policies that have helped create a carry trader's paradise, it might be time to reduce exposure to emerging market stocks which are sitting near 6-year highs: But you'd be wrong