Developed & Emerging Market Outlook Jan 2022 | Ewpple

 

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Ewpple - Developed & Emerging Market Outlook Jan 2022

Developed Market

• DM is more competitively priced and geared toward growth.
• Slightly overweight Japan, due to stimulus, reopening, and strong CAPEX.
• Europe will perform due to a higher M&A, buyback, and investors' previous underexposure.
• Autos, energy, and financials sectors will benefit from rising yields.
• Past 1 year returns for VEA: +9.57%

Emerging Market

• Neutral on EM.
• Economic growth continue but will be moderated by manageable challenges like high inflation and tighter financial policy.
• Bullish on large-cap Asian tech, Indian financials, & Latin American /EMEA digital co.
• Past 1 year returns for VWO: +0.26%

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