Navin Hingorani highlights that emerging markets are currently trading at a 65% discount to the US, reflecting an environment he describes as both underowned and unloved. Hingorani states this presents a compelling entry point as multiple positive tailwinds line up, including a potentially weaker US dollar, lower interest rates, and an expanding growth differential in favour of emerging markets as opposed to developed economies.

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Navin Hingorani

Navin Hingorani is Client Portfolio Manager, Equities for Eastspring Investments.

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