Amid the doom and gloom, there are pockets of the financial markets still in the throes of a bull run. One is emerging markets equities. Despite a sell-off during much of November led by the Asian markets, MSCI’s main emerging markets index is on course to deliver a strong performance this year and is up 35% through to mid-November. This figure is in line with the level of returns that emerging markets equities have delivered over the past five years. Investors should now be attempting to assess how much more value is to be found in these markets.
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