Investors today face a quandary with emerging markets. Sentiment towards them is bearish, and has been for some years now, with far greater faith in developed economies than developing. But at the same time, there is no denying that emerging markets, with their high populations and strong demographics, will be the engines of global growth in years ahead. While investors grapple with the question of when it will make sense to re-allocate assets to emerging market shares in expectation of a rebound, there is another way of gaining exposure to developing world growth rates without having to deal with local, falling stock markets.
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