Think anywhere but China

Given its enormous weight in the index, it’s easy for most conversations about emerging markets to drift towards China. But that tends to obscure some of the lesser-known growth stories in EM. Projit Chatterjee of UBS Management reveals more in this deeper dive video. 

 

 

 

Want to get CPD points? Access Projit’s Investment Insights course here. 

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The perils of market timing

Traditionally, investors have allocated to emerging markets tactically – that is, buying in when they’re cheap and selling out when they recover.