Sean Taylor - Deutsche Asset Management
Last quote by Sean Taylor
We've actually seen quite a decent synchronized global recovery, particularly in trade coming through. If that is sustainable, EM is in a very good position particularly, if some of the bottom-up reforms continue. In the debt space, we're very selective. We prefer hard currency. In equities, we prefer Asia over Latin America and EMEA. Within Asia we are overweight China and Korea, neutral on Taiwan and India.feedback
Sean Taylor has been quoted 5 times. The one recent article where Sean Taylor has been quoted is RPT-Japan stocks turn hot post-Trump; shaky Europe makes Abe look good. Most recently, Sean Taylor was quoted as having said, “Because of the yen, and because valuations of other equities are now more expensive, Japan looks much better.”.
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Quotes by Sean Taylor
Dec 05 2016
Because of the yen, and because valuations of other equities are now more expensive, Japan looks much better.feedback
Aug 10 2016
In the medium term, for the rest of the year, Chinese data should be good because of the stimulus, but going forward, they're building up problems, particularly on the debt side.feedback
Aug 10 2016
We have to see earnings growth pick up. We haven't seen that. What we've seen over the past six months is the relative declines in earnings relative to Europe and Japan have improved dramatically. We need to see a better set of earnings over the next couple of quarters.feedback
May 31 2016
The market is split between those who think it's time to buy emerging markets and those who think the China data is not sustainable and U.S. rates will go up and emerging markets are overvalued.feedback
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