Okay To Like Emerging Markets Again?

Have emerging market assets finally embarked on a rally which can stick?   Quite a few analysts seem to think so, including those who have been cautious or outright bearish in the  past.  One of these is Societe Generale’s Benoit Anne.

http://tinyurl.com/mkb794r

The Case for Emerging-Markets Stocks

Emerging-market equities have historically outperformed as the global economy gained momentum. After a great catch-up rally in the second half of 2012, the stocks finished the year as global outperformers – only to lose that momentum in the first quarter of 2013.

http://tinyurl.com/a9yox7s