Emerging markets: Three regions on the radar
11 Feb 16
Georgina Hellyer, portfolio manager at Columbia Threadneedle Investments, outlines the three hottest EM areas investors should be looking at right now.
“Where we are most constructive is India, where last summer Narendra Modi and the pro-business Bharatiya Janata Party (BJP) swept to victory on a platform that promised to tackle many of the barriers to investment in the country. Of particular focus have been removing bureaucratic hurdles, addressing the corruption that is endemic in certain sectors of the economy and pushing through a much-needed programme of infrastructure investment. If successful, we believe these measures will lead to a steep change in the growth rate of the Indian economy.”
Tags: Columbia Threadneedle | India | Mexico
