Emerging market investors should look at previously off-radar countries

Emerging markets represent 30% of global GDP, yet only 14.3% of the MSCI [World] index.

This gap should decrease as investors reallocate assets from developed world equities to emerging market stocks. The move will be supported by healthy reserve levels and external debt in emerging economies, which are expected to grow by 5% this year. There are a number of countries which should be on investors’ radar, including some they may have not previously considered. Brazil could be one of the world’s five biggest economies by the middle of this century. The rise in the number of teenagers/young-adults, with high education levels, rising wages and higher disposable income, will ...