Focus on fundamentals: virus volatility provides entry points for EM equities

Thursday 06 February 2020

Expert Talk

Focus on fundamentals: virus volatility provides entry points for EM equities

The coronavirus has been the strongest driver behind the recent volatility in financial markets, providing the trigger for a break in the rally in risk assets, which had been running uninterrupted since October. We should be aware that the trough for markets could be well in advance of the peak of the epidemic, as markets tend to overreact at the beginning of a crisis and then stabilise and rebound, despite the continuation of the negative news flow.

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