Falling oil prices and the adoption of reform agendas means Asia could soon account for three-quarters of the MSCI Emerging Markets Index, said Catherine Yeung, investment director for Asia ex-Japan equities at Fidelity Investments.
Asia’s portion of the MSCI Emerging Markets Index was about 25% during the late 1990s, Yeung said, speaking at the Fund Selector Asia Investment Forum in Bangkok
“Now it’s about 68%. Most investors are questioning why they don’t just buy Asia outright [instead of exposure via emerging markets]. Considering the issues in the other EM countries, 68% could go to 75%.” Read entire article >>>
[Source: Fund Selector Asia – Mar 18 2015 – author: Drew Wilson , Editor , Fund Selector Asia]
