Emerging markets infrastructure spending to surge

Merrill Lynch has raised its annual infrastructure spending forecast for emerging markets by 80% on the back of increased government spending, especially in China, the Middle East and Russia.


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How will you alter your portfolio after the US election result?





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Underweight US
  18%
 
Overweight US
  34%
 
Underweight EMs
  10%
 
Raise cash levels
  26%
 
No change
  12%
TOTAL VOTES: 77
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November 2016 Magazine
AsianInvestor Magazine