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Weekly Comment - Week 49, 2014Falling 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]


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