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...
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Partner Insight: Alex Wright explains how he has honed his value contrarian approach to investing in the Fidelity Special Situations Fund and why the potential to lose money is often lower than in traditional funds