AXA Framlington's Julian Thompson explains why he forsees a soft landing for most emerging markets.
Looking back over the last few years, global emerging market equities have delivered positive returns for investors, clearly outperforming developed world markets over one, three, five and ten-year periods. Global emerging economies have experienced massive economic development, particularly in recent years. This has sharply differentiated GEMs from their developed counterparts, many of whom are still struggling to recover from the recent recession. However, key emerging economies are now experiencing elevated levels of inflation and many fear the current boom could soon end in bust. ...
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