Why now is the time to increase your emerging markets exposure

Increased urbanisation and the rise of the middle classes are the long-term drivers for emerging markets. But there are a couple of other short-term factors that make the asset class even more compelling, says Kevin Barker.

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Over the next three years, Barkers sees a number of key additional factors that speak for emerging markets: acceleration of GDP growth and earnings growth, and attractive valuations.

“That combination makes a very attractive entry point for investors. It’s a key reason for the strong flows into emerging markets so far this year,” he says.

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