The wide gap that has opened between SA and other emerging markets, coupled with improved prospects for our local economy, will likely result in a reasonable performance from local shares and bonds over the near term. However, it’s not only about picking the winners but also avoiding the bombs.
Iain Power, portfolio manager of the award winning Amplify SCI* Wealth Protector Fund, unpacks why not all emerging markets are equal and his views on capturing upside returns whilst preserving capital.
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