China, the world’s second-largest economy, has been on a downward trajectory, leading investors to avoid investing in the country. Nevertheless, when discussing investing in emerging markets (EM), the discussion needs to include China, opines Sophus Capital, an emerging market specialist. Headwinds or not, China remains the largest component of the MSCI Emerging Markets Index.
“Of course China matters, and its actions will always shape the landscape to a large degree. Still, we believe it is important for investors to look beyond China to extract the full diversification and return potential of EM equities,” opines Michael Reynal, Chief Investment Officer of Sophus Capital.
Reynal names India, Mexico and Saudi Arabia as three potential direct growth beneficiaries in the EM sphere.
Read the full analysis here.
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