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By Chris Bailey | Friday 6 September 2019
Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from ShareProphets). I have no business relationship with any company whose stock is mentioned in this article.
There are only two ways to play the emerging markets: you are either in them for the longer haul or you trade them. I think a bit of both is appropriate, a sort of core and satellite approach. Ultimately there are lots of supportive big theme mega-trends (urbanisation, population, rise of a higher consumption middle class) but also lots of potential issues around dodgy governments, corruption and the natural volatility from anything that is 'emerging'…
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