Emerging markets: Three regions on the radar
By , 11 Feb 16
Georgina Hellyer, portfolio manager at Columbia Threadneedle Investments, outlines the three hottest EM areas investors should be looking at right now.
CEE: Dramatic improvement in fiscal and external balances
Columbia Threadneedle is overweight in Hungary, Poland and the The Czech Republic. “But we’re not as overweight as we would be if these countries had larger markets. There’s simply not enough stocks there to represent our belief in the region,” said Hellyer.
Tags: Columbia Threadneedle | India | Mexico
