An optimistic outlook for global emerging markets may be a little presumptuous, but with a careful stock selection process in place, low risk good returns can be achieved
There is reason to be cautiously optimistic about the outlook for emerging market equities, given the background of improving global economic growth. Following closely from that, however, is the recognition that not all regions and sectors will benefit equally, and it is therefore critical for performance to identify the specific areas of relative strength. Asia Looking first at Asia, the strength of the Chinese economy has been the principal driver behind the region's growth during 2003, providing the impetus for the strong intra-regional trade that supported many of its economies at a t...
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