Please click the link below to view Shane Oliver’s views on the threat from the emerging world.
Key points raised are:
- The relative weakness in emerging market growth, shares and currencies has been developing for several years, looks partly structural and likely has further to run
- While it makes sense to be cautious about a re-run of the 1997-98 Asian/Emerging market crisis, a full re-run is likely to be avoided. China is key.
- For investors it remains a time to be cautious and selective when investing in emerging market shares
