The superior economic growth seen during the credit-fuelled 2000s encouraged investors to take a sanguine view of investing in emerging markets.
But the recent turmoil emerging market equities have seen, as well as the slowdown in growth that has been forecast for the BRIC economies, suggests that it is possible that fashion is set to reverse. Could investors be returning once again to markets closer to home? Evidence to support the case for UK equities can be found in the economic fundamentals. A slew of recent data has painted a picture of an economy beginning to find some traction, albeit from a low base. A strong Markit/CIPS Services Purchasing Managers’ index reading – coming on the heels of improved manufacturing and con...
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