We will be watching inflation expectations, interest rates, and body language from the Trump camp in the months to come for clues as to whether the recent drop is an opportunity in EM or a “falling knife” to be avoided, but for now we’re prepared to watch from the sidelines. In our view, investors need to continue to expect the unexpected and be prepared to rip up the script again as we head towards an uncertain 2017.
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Chris Konstantinos is the Director of International Portfolio Management at RiverFront Investment Group, a participant in the ETF Strategist Channel.
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