Is now the time to move out of EMs?

Stephen Docherty Head of global equities, Aberdeen Asset Management     Emerging economies will be the engines of global economic growth for years to come. Investors should take a step back from current market concerns about inflation, political unrest, the strong inflows last year, valuations and improving sentiment for developed market equities. The fundamental reasons why emerging economies have been growing at a much stronger pace than developed markets over the past decade (improved and more stable macroeconomic management and better corporate management, coupled with at...