Why Do Stocks in Emerging Asia Outperform?

Posted on 06. Sep, 2016 by Jean Jacques Ohana in Weekly Focus

 
Since mid-February 2016, when a vicious rout in global equity markets eventually came to a halt, stocks in emerging Asia have outperformed those in the rest of the world by a wide margin (see figure 1). Why?

To answer this question we first try to learn more about the index composition. So we break down the [...]