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Emerging markets have been in turmoil ever since the Fed started to taper, so should investors run scared or see a possible investment opportunity? Michael Ingram from BGC Partners thinks that though it may be a bit premature, 2014 may be the year when emerging markets can start being bought in their own right.
He does warn however that they’re not quiet beaten up enough yet, but investors should be aware of this possibility, as valuations are cheap and at some point this year he thinks they’ll plateau.
Michael Ingram says that he's worried about Turkey and South Africa, but that Indonesia is starting to look promising, as many of the imbalances in the Indonesian economy are started to be corrected.
Meanwhile, Saxo Bank's Nick Beecroft says that investors looking for opportunities in emerging markets should target those with good fundamentals and low debt.
01:54 minutes
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