Many people think that emerging markets are an asset class, which is a common misconception. Unless you are buying emerging market ETFs or mutual funds, equities in different emerging markets and China are very unique. It is similar to investing in stocks in developed markets, you need to look at each company with a combination of top-down and bottom-up approaches.
So what solutions are on the table?
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Patrick Yu is a senior vice president who provides investor relations and strategic communications counsel at FleishmanHillard Hong Kong. You can reach him at firstname.lastname@example.org.