Domestically-based middle classes bolster case for emerging market investment
This week's Conjecture focuses on emerging markets. Taking part in the debate were Jonathan Asante, joint deputy head of global emerging markets at First State Investments, and Luc Simoncini, senior product specialist at Pioneer Investments. What will be the key driving influences in emerging markets over the next few months? Jonathan Asante (JA): There are two things that you really have to look at, the first being your view on resource companies and where you think resource prices and shares are going. The emerging markets universe has a very large weighting to resources, especially o...
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