Threadneedle global emerging market manager Irina Miklavchich explains why she has topped up holdings in Asian tech companies, and is closely watching the trouble brewing in China's real estate sector.
It has been an eventful 12 months for emerging markets given the start of QE tapering in the US, rate rises in some countries and political change. India has performed strongly recently following the Bharatiya Janata Party's landslide electoral victory, which focused investor attention on the country and could mark a watershed for its economy. We had adopted a positive stance ahead of the elections in the belief that after a period of economic and political stalemate, the poll would herald long-needed reforms. One of the themes we are pursuing is the positive impact of the develope...
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