Singapore
INVESTORS should re-think their deeply underweight positions in the emerging markets (EM), said Romain Boscher, Amundi Asset Management head of global equities.
The region, he said, is set to benefit from a "classic J curve story" where significantly depreciated currencies begin to raise the countries' and companies' economic competitiveness. Valuations are also attractive.
Speaking at the sidelines of the Amundi World Investment Forum in Paris last week, Mr Boscher said: "The good news is...
Keyword added to your list