There is no doubt emerging markets have dominated investor ideas over the past few years, but while China and India command the chatter, is it wise to also look outside booming Asia for opportunities?
Investec Asset Management strategist Max King certainly thinks so, predicting the positive recent trends to continue. “The combination of attractive valuations, strong earnings growth, better quality of corporate management and a structural improvement in economic fundamentals means that emerging markets have been the place to invest in recent years,” King says. “Despite inevitable setbacks, this looks very unlikely to change, and the trend is broadening with frontier markets, such as Africa, receiving increasing attention.” King is also advising investors to take a hard look at Russi...
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