Miton's Liddle: Rebound is on the cards for emerging markets

There is no indication emerging markets are heading for a recession yet despite the problems within d...

There is no indication emerging markets are heading for a recession yet despite the problems within developed economies, according to Miton Optimal’s Sam Liddle. He predicts a slowdown over the next two years, followed by a changing power dynamic between emerging and developed markets. Liddle has been positioning his £41m Miton Global Portfolio to take advantage of the raft of opportunities he believes can still be found in emerging markets. “In Japan we have seen 18 years where every foreign investor-inspired stock market rally has been matched by sales of equities by domestic investo...