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VIDEO: Will emerging market company earnings improve?

After this autumn's sell-off of emerging market equities, JC de Beaulieu at State Street Global Advisors explains what will drive stocks from here – and where the dangers lie.
VIDEO: Will emerging market company earnings improve?
In this video, Jean-Christophe "JC" de Beaulieu CFA, managing director and head of active emerging-market equities at State Street Global Advisors, argues that the recent selldown in the asset class should now lead to a renewed earnings boost. The quality of many emerging-market companies' fundamentals has declined, but so has their cost of equity. With returns on equity having reached a trough, there is scope for an improvement. The obstacle for many companies will be the leverag…
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