Portfolio Watch EP 14: Pockets of opportunity in emerging markets

PUBLISHED: Wed, 29 Aug 2018 09:07:06 GMT

Emerging Markets have had a challenging last 12 months with a rallying dollar and high oil prices adding to stocks and markets being pushed down. Events in Turkey, China and South Africa have seen huge sell-offs to the likes of $1.3 billion in stocks and $100 million in bonds. CNBC Africa’s Gugulethu Mfuphi is joined by Andrew Dittberner, Chief Investment Officer, Private Client Securities, Old Mutual Wealth and Henry Biddlecombe, Equities Analyst, Anchor Capital to find out if it is all negative, or whether there are some positives.


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