Investing in EM thru DM: Eye on the World 02/09/20

Market rally boosted by global manufacturing pick up, further tech growth data, and US stimulus talk restart. See markets well-supported with multiple upside catalysts.

HOT TOPICS shows Developed Market stocks with large EM revenue dramatically outperformed EM peers, and offer greater trading liquidity, more diversification, better corporate governance, and often unique access to certain segments. Can go a long way to correcting the huge under-representation of EM in global equities.

16-page daily includes: Market recap and What to watch; Hot Topic analysis; Country and Sector allocation eye; Key views; US and global performance, valuation, earnings, and macro forecasts; and report Library.