When comparing EMEA to Asia within the context of an emerging market portfolio, there are different opportunity sets to take advantage of. The leading countries of EMEA such as Russia, Saudi Arabia and South Africa are driven primarily by commodities, either oil or basic materials. And that leads to different growth drivers at different times of the economic cycle that one can be exposed to. With Avo Ora, Head of Emerging Market Equities at Pictet Asset Management.
Merci pour votre vote !
Vous pouvez ajouter un commentaire (optionnel).
Dites-nous en plus (optionnel) :