Investing in Emerging Markets - What to Do - Cambiar Investors

Cambiar Investors comprehensive report on the Emerging Markets investing climate asks what should investors do with their emerging markets portfolio, and reviews the unique challenges of an atypical business cycle, investing in China, and what lies ahead for many emerging markets countries.

"Investors face a basic asset allocation question given the now rather substantial EM underperformance. Should investors:

1. “Double down” and heavily increase EM allocations?
2. Stay the course with their existing portfolios?
3. Consider exposure to EM on a more “selective” basis as tidal economic forces roll through? Or,
4. Should cold turkey (as little EM exposure as possible)
   be an option on the table?"

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