GE Asset Management stays overweight emerging markets

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Growth and net inflows to emerging-market stocks lead this US-based asset manager to strategically overweight the asset class.

Brent Jones is senior vice-president of international equities at GE Asset Management in Stamford, Connecticut, and co-head of the firm's emerging-market equities team, alongside Shanghai-based portfolio manager Zhou Ping. The firm manages $116 billion, of which $23 billion is in international (non-US) equities.

Emerging-market stock indices performed strongly in 2009. Is the asset class looking expensive headed into 2010?
Brent Jones: Another way to answer that is to ask where's the best value to be found in equities? The world has gone through two crises. ...

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