Emerging markets are gearing up for another year of outperformance, with Navin Hingorani pointing to a weaker US dollar and powerful policy tailwinds as key drivers. With EMs still trading at a steep valuation discount and domestic demand strengthening, Hingorani warns investors: ignore this market at your own risk.

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Navin Hingorani

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

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