Ben Le Brun, market analyst at Options Express, Sydney talks about the recent selldown in emerging markets

- is it time to consider emerging markets equities and bonds after the selldown?

- not quite seen the bottom yet so can still wait

- currencies have been hard hit but this is not quite Asian Financial Crisis 

- US QE has prevented emerging markets currencies from weakening 

- perhaps catch-up time to strengthen exports

- bond investors may consider higher yield equity options but generally may have to see through the volatile period

- macro funds are taking a contrarian stance as they still believe in the long term structural benefits of EM

This and more than 60,000 other podcasts in your hand. Download the all new BFM mobile app.

Categories: 

Tags:  em,  emerging markets,  stocks,  equity,  bonds,  fixed income,  currency