Emerging Market Equity Correlations Drop, PE Dispersion Still Low – ValueWalk Premium
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Emerging Market Equity Correlations Drop, PE Dispersion Still Low

The high levels of stock correlation that frustrated stock pickers last year have finally started to settle, and emerging market equities are leading the way, with the lowest levels of stock correlation in nearly a decade. Macro effects are on the rise in emerging markets, but there is still an opportunity for alpha generation from country selection strategies.

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