The strength of emerging market (EM) economic growth this century has been well documented, as has the shift (broadly speaking) from commodity and manufacturing based economies to ones more supported by shifting demographics and the burgeoning middle class.
The current MSCI EM index is heavily skewed towards China and its immediate Asian neighbours, representing a combined weight of 56%. In more recent years, Chinese growth has been driven by increased...
Long-term growth area
Round-up of diversity coverage
Top five holdings make up 45%
Central banks in tight position in case of downturn
Going against the grain