Emerging markets have generally performed well over the last three years; the MSCI Emerging Markets index has returned over 30% during the period and we believe the asset class still has significant potential to grow.
The growth of innovative companies is a key driver of this. Emerging market companies are seizing the lead and leapfrogging more advanced economies in areas such as e-commerce, digital payments, mobile banking and electric vehicles. Unhindered by sunk investments in legacy systems or infrastructure, they have ample room to come up with forward-thinking, profitable solutions. The most high-profile example is China, where companies have developed from a replication and simulation approach, to leading with their own proprietary R&D, therefore differentiating themselves from Western compa...
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