Why should Asian investors, who better know the emerging markets in their own backyard, invest in Latin America
The investment case in Latin America is underpinned by demographics, resource wealth, the rising middle class, improving corporate governance, and a dozen other drivers. Put simply, as a standalone investment case we believe it is extremely compelling. Specifically for Asian investors, adding exposure to the region within their portfolio helps provide a necessary balance many investors still underestimate the benefits of diversification.
The two regions complement each other well whereas natural resources stocks have a high weighting in the Latin American index,...
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