Cautious bet on a rebound in emerging markets - FT.com:
"Henderson and Jupiter are among a number of large investment managers that plan to increase their exposure to emerging markets and strengthen their teams in this area, despite widespread fears about the resilience of these economies.
Investors have reduced their emerging market exposure significantly over the past two years on the back of concerns about further US interest rate rises, an economic slowdown in China and political upheaval in large economies including Brazil, Turkey and Russia."
'via Blog this'
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