Emerging markets represent 84 per cent of the world’s population and account for 60 per cent of global GDP – and they are not a sector to be ignored by investors, according to Eastspring Investments’ portfolio manager, Steven Gray.
He says after a very long period of emerging market underperformance, there are encouraging indications of a turning point for emerging markets compared to developed markets. And, apart from the numerous opportunities that emerging markets provide for investment returns, they also play an important role in portfolio diversification.
