Raman Aylur Subramanian, head of equity applied research at MSCI, analyses the opportunities different emerging market countries have offered investors in the recent rally and how a handful of sectors have been key to the region's outperformance.
Apart from a recent swoon spurred by fears the US Federal Reserve could raise rates, it was a summer of love for investments in emerging markets. The MSCI Emerging Markets index ended August up 15%...
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