UBS AM: Investing in the leaders of structural trends in emerging markets
Description
UBS Asset Management believes that the leaders of structural growth trends in emerging markets have a sustainable and competitive advantage, and are therefore in a position to potentially outperform. The key to long-term investment success in emerging market equities is the ability to identify megatrends and more importantly, future leaders/winners. Marije Groen talks to Jie Song, Equity Specialist Emerging Markets at UBS AM, about winners, losers and laggards in emerging markets.
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