Emerging Markets: Finding Their Footing Amid Headwinds

Published on26 MAY 2016

Kamakshya Trivedi, chief Emerging Markets macro strategist of Goldman Sachs Research, explains how a combination of strong fundamentals and supportive external factors has helped to boost emerging market assets and why a tougher near-term backdrop shouldn’t derail their improved outlook.

The improved fundamental picture, the still-unchallenging valuation picture and the decent nominal yield available in many of these emerging market assets – we still think that makes a pretty attractive combination.

- Kamakshya Trivedi

Kamakshya Trivedi
Chief Emerging Markets Macro Strategist, Goldman Sachs Research