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Emerging markets are cheap compared to developed markets, says Jan Dehn of Ashmore Group

Updated : January 02, 2019 05:24 PM IST

In an interview to CNBC-TV18, Jan Dehn, global head-research, Ashmore Group, shared his reading and outlook on specific stocks and sectors.

"I don't think 2019 is going to be a better year for equities. The problem we have is that the US equity market has gone up something in the order of 430 percent during the period of extremely easy monetary policy and now it's being tightened and the quality of trade policies are deteriorating significantly," Dehn said.

The main challenge for investors is that if they want to make money, they have to allocate more to healthier emerging market countries but it is difficult for them to do so psychologically when their developed market exposure is inflicting losses into their portfolios, he said.

"Emerging markets are cheap compared to developed markets considerably so actually and I think they have a reasonably bright outlook. I think flows will continue to come into emerging markets this year and which will further support those markets," Dehn said.

Disclaimer: The views and investment tips expressed by investment experts on CNBCTV18.com are their own and not that of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
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