What does faster EM growth mean for investors?

The forecast that Emerging Market’s (EM’s) Gross Domestic Product (GDP) growth will comfortably outpace what’s seen in developed markets (DM) should be good news for investors.

However, faster growth will be driven in large part by a pick-up in China after Covid-19 restrictions were lifted, while many other major EMs face downside risks to growth in the months ahead. That will have important implications for asset allocation.

The Daily Times: Read More