Emerging markets lose power to drive growth

When it comes to selecting star companies with visible earnings, pricing power is more important than emerging-market exposure, says Fortis Investments.


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





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Underweight US
  18%
 
Overweight US
  33%
 
Underweight EMs
  11%
 
Raise cash levels
  26%
 
No change
  12%
TOTAL VOTES: 76
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November 2016 Magazine
AsianInvestor Magazine