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Collings sees emerging markets to lead recovery

Ignis Hexam global emerging markets fund manager Bryan Collings believes the worst of the economic storm has passed, with emerging markets set to lead the recovery.

Collings says China’s loose monetary policy and fiscal spending, leading to an upgrade in its GDP growth to 8 per cent, coupled with improving data in the US, shows that this is more than a dead cat bounce.

He says key structural factors such as lower household debt and developing capital markets are likely to result in the emerging markets driving global growth in the next decade. He also believes a re-rating of the sector is warranted which would further drive outperformance.

But Collings, who says the team currently favours Russia, Indonesia and Brazil alongside China, urges a degree of caution following the recent rally, with the MSCI Emerging Markets index up by 54 per cent since the low of October 2008.

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