How to play the GEM winners and avoid the losers

How to play the winners and avoid the losers

Four global emerging markets managers reveal the growth drivers powering their portfolios, and how they are preparing for a rise in US interest rates later this year.

Delegates heard presentations from fund managers outlining the opportunities and risks for global emerging markets at our GEM Market Focus event.   Nitesh Shah, associate director - research at ETF Securities How has the opening up of the China A-shares market changed the investment landscape?  We believe China's equity market underperformance in recent years prior to the opening up of the Hong Kong-Shanghai Connect initiative in November 2014 was a symptom of a lack of market access and financial repression more broadly.  The Connect initiative significantly opened up mark...