- A tight U.S. presidential election race has unnerved investors in emerging markets, who fear a return of former President Donald Trump to the White House could hurt emerging markets just as they were poised to shine.
"Normally this would be a good macro backdrop for emerging markets: resilient growth, continued disinflation and a weak dollar," Arun Sai, senior multiasset strategist at Pictet Asset Management, told the Reuters Global Markets Forum . "EM risk should come with a premium, but that's not happening ... India is good but expensive, China is cheap but has its own problems."
On the other hand, Washington's push for"friendshoring" - replacing China's role in supply chains with friendly nations - could boost U.S.-aligned EMs.
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