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Heterogeneity in emerging markets calls for a selective approach

Friday, July 17, 2015

Enzo Puntillo, Investment Director for emerging market debt strategies, discusses how emerging economies are heading into different directions and what the implications for his investment strategy are.

Investing by acronym is popular. The trend has been around for a long time, but the creation of the BRIC acronym in 2001 marks a milestone. Since then, new themes have mushroomed, from MINT to The Next 11 – among the latest is the ‘Fragile Five’, which supposedly should be avoided. But does this one-size-fits-all approach make sense for investors?

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