Emerging Markets 2.0: The Tipping Point is Here
We see strong signals that the “lost decade” in emerging markets is over and it’s time to invest in these rapidly developing regions. The future is already being built in the powerhouse emerging countries poised for exceptional growth.
Key takeaways
- The decade-long relative underperformance of emerging markets is set to reverse as these countries experience extraordinary growth and a technological revolution.
- Emerging regions are significantly under-owned by investors, and the relative discount on these markets is at an all-time high.
- Investing in emerging economies offers diversity, while active, risk-adjusted, selective investments may give protection against heightened volatility.
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