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Investing in EMs: It's 'how' not 'when'

Identifying stocks that can weather market cycles to generate consistent returns is more important than timing entry into EMs.

EMERGING market (EM) stocks have been experiencing a stunning revival as investors starved of yield in developed markets are increasingly enticed by growth opportunities in developing economies.

The MSCI Emerging Market Index returned 13.86 per cent, year-to-date, compared to a return of...

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