Emerging Markets - What Has Sentiment Liked Today?

John Haskell: The last decade has been a complete wipeout for a lot of emerging market managers. He says he's hopeful that the underlying fundamental conditions mean revert and eventually, we're at a starting point from this point forward where valuations are compelling or local currencies are cheap in real terms. "I think on a forward basis, it's quite, I'm optimistic, even if the sentiment is still beaten down"