The big rebound for emerging markets

Talk of 'tapering' by the US Federal Reserve has hit emerging market stocks hard. But despite the panic, the long-term outlook hasn't changed, says Lars Henriksson. And if history is anything to go by, markets should soon bounce back.

Emerging markets have taken a big hit recently. It's all because of talk about 'tapering'. At the latest Federal Reserve meeting on 20 June, the US central bank signalled it could start to wind down assets purchased in the second half of 2013, and end purchases by mid-2014.

Shareholders didn't like it one bit, and emerging market stocks fell extra hard. This raises a big question for us: what next?

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Lars is an emerging-markets expert, with many years of 'on the ground' experience hunting down profit opportunities in Asia. Lars spent ten years living in Malaysia and Thailand, seeking out strategic opportunities, before moving to London to manage the Oracle Asia Absolute Fund. In short, Lars has real knowledge of where the opportunities in Asia are.