The document discusses the 2014 outlook for Global Emerging Markets (GEM) equity strategy, highlighting low valuations and recommending a long-term structural position or a disciplined contrarian approach. It includes a table of net foreign inflows by country from 2004 to 2013, sourced from Deutsche Bank and Bloomberg Finance LP. The document also mentions unchanged country weightings based on governance, oil, and China view, with an underweight position in China due to financial sector concerns.
doj/DataSet10/EFTA01451002.pdf
{"title":"GEM Equity Strategy Outlook 2014","document_date":"2013-12-11","document_type":"tabular","key_locations":["China"],"key_organizations":["Deutsche Bank","Bloomberg Finance LP"]}