Is Now the Time to Invest in Emerging Markets?

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Nov. 4 (Bloomberg) -- JPMorgan's Anastasia Amoroso discusses the outlook for emerging markets with Adam Johnson on Bloomberg Television's "Street Smart." (Source: Bloomberg)

You say this is about to change?

Emerging markets could have a window of opportunity here.

We have this on paper where all of a sudden we have felt this over the summer time.

Exports could do a little the better.

With the chinese numbers this week, if we look at some of the preliminary indicators for manufacturing indexes, they are pointing to an ouster.

As we show those purchasing manager numbers from around the world, we see the pop in europe, the middle east and africa.

Why are those regions popping where others are not?

We are finally starting to get the synchronized global growth coming back.

Europe is doing a little bit better.

The united states is doing a little bit better, translating into better numbers for that country.

You have to be selective in emerging markets.

If you segue that into further components, taiwan is a place that stands out.

You have to be even going down deeper.

Is not fair to lump everything together.

To lump russia, brazil, india, china into one some is absurd.

Sometimes it is time to break apart and this could be one of those times.

So beaten down, now it is time to get in?

Everything is cyclical and about perspective.

If you could speculate the horizon from the cycle, there is a piece of the portfolio it makes sense for.

Emerging markets and

This text has been automatically generated. It may not be 100% accurate.

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