Company earnings or Trump and China: what will drive GEM returns in 2017?

Emerging markets are undervalued, offer a compelling growth story and provide much-needed diversification so what is the number one driver for returns in the coming 12 months?

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      We asked a range of emerging market equity and debt fund managers what they think will drive global emerging market returns this year.

      Donald Trump; the dollar’s relative strength compared to local currencies; China – with one manager commenting fresh from a Shanghai trip; political reform; companies predicted earnings and their delivery against them, all get a mention.

      But which one – or who – dominates their investment strategy for the next 12 months?

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