EM equities had a strong year so far in terms of performance,flows and revival in earnings.Here,we highlight a few trends across EM countries where the three parameters–flows,earnings and performance–have been divergent and point to some investment opportunities(see charts on page 2).
20170531-HSBC-MONTHLY_GEMS_EQUITY_FLOWS:FLOWS,EARNINGS,PERFORMANCE_AND_OPPORT.pdf
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