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.
I read somewhere in the last few days that the 2020s is going to be the 'decade of Asia' and you do not need an advanced degree in financial forecasting to work out why. Emerging markets investment is a common preference in the start of year strategic calls but, as I talked about here back in September, 'you buy (fund manager) Ashmore (ASHM) when emerging markets are out of favour...or you just buy emerging market assets for the very long haul'. Today's trading update from the company looks rather good…
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