Investors Strongly Bullish on EMs

A December, 2012 Society Generale monthly survey covering 52 customers throughout Asia, Europe and the United States suggests that investors are strongly medium-term bullish on emerging markets.

The confidence shown by around 90 per cent of the 30 real money investors (pension funds etc.) plus 22 hedge funds polled represented an all-time high since the survey was launched in February last year. Uncertainty regarding the fiscal cliff led to a less bullish sentiment for the short term.

There were still more customers who felt they were under-invested (that their risk position should be raised if they were to be aligned with their sentiment) compared with November.


You may have an interest in also reading…

What Really Spurred the Great Recession?

Based on the research of Ravi Jagannathan, Mudit Kapoor and Ernst Schaumburg Globalization and the U.S. dollar are as much

IBM Thought Leadership: Transform Bank Business Models and Client Engagement With Open Hybrid Multicloud

Paolo Sironi is the global research leader in Banking and Financial Markets at IBM, Institute of Business Value. IBV is

Book Review: The Ride of a Lifetime by Robert Iger – Iger’s Wild Ride to the Top of ‘the Happiest Place on Earth’

Back in 2005, Robert Iger’s 31-year journey at Disney and ABC looked like it could come to an end. Pulitzer