Reformist agendas will drive GEMs forward

Reformist agendas will drive GEMs forward

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To provide context for our views on emerging markets, we must first consider what we believe is happening globally, says Ken Rayner of Rayner Spencer Mills Research.

The global economy continues to see fundamentals improve in terms of overall economic activity and, although there are some weak points, corporate earnings in aggregate and especially in the US, together...

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