Emerging market equities have been on a tear this year with the MSCI Emerging Market Index rising 17%, outperforming the S&P 500 by around 11.8%. This performance is set to continue according to a new research note from HSBC’s head of global emerging market equity strategy John Lomax.
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Emerging Market Equities – further gains?
There are four main drivers of emerging markets. The outlook for China’s economy, oil prices, US monetary policy and...

