Author: Maarten-Jan Bakkum, Senior Strategist, Emerging Markets at NN Investment Partners
2016 started where 2015 ended: with the growing recognition in the financial markets that, as long as China’s slowdown persists, the risk of a systemic crisis in China will continue to increase. Ever since 2010, this China-related risk has been the main reason for the underperformance of emerging markets versus developed markets.
