Summary
- Emerging markets (EM) small cap value is an attractive asset class for long-term, value-oriented macro investors.
- EM equities and particularly EM small cap value have lagged for the past 10 years and are poised for a return to their longer-term strong performance.
- Investors need to carefully weigh coronavirus, ESG, financial reporting, currency, political and trade risks.
Read the full article at Seeking Alpha right here: https://seekingalpha.com/article/4325359-case-for-emerging-markets-small-cap-value