Jupiter's Davies: My alternative emerging market plays
Fund exposed to EM consumer growth
Steve Davies, manager of the £1.7bn Jupiter UK Growth fund, has been looking for alternative ways to access the consumer growth story in emerging markets, despite the recent sell-off, by adding to exposure outside the UK.
Davies (pictured) said he is still favouring the emerging markets consumer through his UK positions but has been adding to positions outside of the FTSE to gain exposure to the growing trend. The stocks...
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