While many investors may be preoccupied with the timing of the correction and whether to “buy the dip,” the underlying fundamentals continue to improve irrespective of how the top line may be behaving.
Emerging market equities were culminating in extreme pessimism in January 2016 but have since staged a significant rally, leading many investors to reconsider their allocations. Japan, on the other hand, has maintained a strong fundamental backdrop to attract investment in both the large-cap exporters and domestically focused small-cap equities. The recent resurgence of interest in emerging market equities has led us to explore potentially complementary allocations.
