How tech and e-commerce is driving growth in China

Growing sophistication in technology

It has been a good year for emerging markets (EMs), which have outperformed developed markets by more than 15% year-to-date.

It seems possible this trend could continue as EMs have only just begun to make up for the ground they lost in the past six years.   One of the key drivers behind this resurgence is the stabilisation in commodity prices and the synchronised global growth seen over the course of the past 18 months. Both of these have been tied to excellent growth from China as its central government's policies evolve the economy from one focussed on exports to one that focusses on domestic demand.  EMs are attractive in the long run because they benefit from some broad trends, soaring urban populati...