This year’s global emerging-market selloff has its roots in a slew of mini-routs as the era of easy-money came to an end. Photo: BloombergThis year’s global emerging-market selloff has its roots in a slew of mini-routs as the era of easy-money came to an end. The real policy rate now ranks among the world’s highest and is pushing the economy back into recession. IndiaAnnual expansion above 7% and a relative isolation from global economic and trade headwinds make India a consensus buy among emerging-market investors. RussiaRussian assets get some of the lowest valuations in emerging markets because of investor perceptions that private wealth isn’t protected enough.

Source: Mint September 05, 2018 07:18 UTC