Author: Thornburg Investment Management
After false starts in the last few years, we believe emerging markets are set to deliver strong performance in the year to come, thanks to accelerating and broad-based drivers.
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he stars have aligned for developing country and frontier markets as 2020 gets underway. Although a good number of factors are dovetailing to fuel emerging economies and companies in Asia, Latin America, Emerging Europe, the Middle East and Africa, we identify the top five technical and leading five structural dynamics that we see propelling returns in the asset class in the year ahead, and beyond.
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