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Aberdeen tips EM firms with widening margins

Hugo Cox
Emerging market companies often rely on sales growth to drive earnings, but when real GDP growth is falling, this can worry investors. The UK fund house makes a case for firms that buck the trend.
Aberdeen tips EM firms with widening margins

A country’s gross domestic product is a notoriously poor proxy for stock market returns, so last year’s 30% growth in the S&P500 – achieved while the US economy grew by 1.9% – has left investors scratching their heads.

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