Published on 16 Jul 2018
As US-Sino relations deteriorate amid a deepening trade war, Brock Silvers, managing director at Kaiyuan Capital, says he would welcome a correction in emerging markets (EMs). According to him, now is a great time to be a value stock picker in China, Vietnam and Malaysia. Silvers predicts EMs could be on the brink of a 10-15% correction.
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