Outlook 2nd semester 2015 on emerging markets

Stéphane Mauppin-Higashino shares his macroeconomic analysis of emerging markets for the second half of 2015 / beginning of 2016.

Today, emerging markets are under-owned and under-rated. Les marchés émergents sont aujourd'hui sous-valorisés et sous-détenus. What are both the situation on emerging markets and the consequences for investors going forward ?



Fresh opportunities on the emerging markets

Emerise is Natixis Asset Management’s investment division dedicated to emerging markets. To mark the first year since its creation, Head of Emerise Stéphane Mauppin-Higashino gives an update on the outlook on these markets.

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Looking for growth : an opportunity for stock picking

Emerging markets GDP has been decelerating since 2010. Growth of 3.5% could be expected for 2015, which would represent the fifth consecutive year of economic slowdown.

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