The Big Theme 

Where to find value in emerging markets

Where to find value in emerging markets

Emerging markets have done well since late 2016, with MSCI Emerging Markets index returning 71 per cent in sterling terms and 55 per cent unhedged over the two years to 28 February 2018. However, after a market has had a good run a key question for investors is whether this can continue, and if it is still good value.

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