At FSA’s recent Investment Morning Briefing Bangkok, Nick Payne, head of global emerging markets at Merian Global Investors, argued that the conditions are right for 2019 to prove a strong year for emerging market equities.
In the video, he explains his preference for high quality consumer and new economy stocks, while avoiding sectors vulnerable to a cyclical downturn.
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Accessing India’s tech future
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Part of the Mark Allen Group.
