Emerging markets are rapidly becoming the number one trade for 2016. Both emerging market equity and debt funds have seen record inflows during the past few weeks, and the MSCI Emerging Markets Index is up by around 25% since the January lows, outpacing the S&P 500 by 8.7% over the same period.
Is The Timing Finally Right For Private Equity In These 5 Emerging Markets?
Analysts at UBS pointed out earlier this week that the only other time emerging markets have printed such a broad-based rally in recent history was after the collapse of Long-Term Capital Management in September 1998. Emerging markets rose by 31% in the two months after the September collapse and by 120% by March 2000...

