Looking beyond China for returns

How emerging markets are more than just China

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Jason Hepner, investment director of global strategy at Standard Life Investments, on how emerging markets are more than just China.

When financial market participants discuss emerging markets, there is often a singular focus on China. Yes, it is a very large, important economy. However, there are many important emerging countries, both in Asia and further afield. One of the other key regions investors should explore is Latin America. Asia contains an interesting spread of countries. China is, of course, central to the region’s story. It has a very large economy: actually the second-largest in the world, as measured by dollar GDP. It is also a relatively open economy, that is to say it has a large amount of trade with...

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