Sean Taylor - Deutsche Asset Management

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Last quote by Sean Taylor

Up until the beginning of this summer, the main driver of emerging markets, it was quite a narrow recovery. It was very much in tech or the internet, and now we're beginning to see that widening out ... across many markets. People are still very underweight China internationally, but we are going for a much broader portfolio than we had at the beginning of the year, which was probably more new economy and tech-oriented.feedback
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Sep 08 2017 China
Sean Taylor has been quoted 6 times. The one recent article where Sean Taylor has been quoted is Emerging markets remain a good bet and are under-owned despite strong gains: Deutsche. Most recently, Sean Taylor was quoted as having said, “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.”.
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