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 Russia, ...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
