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Policy easing seen as key theme for emerging markets in 2012

Slowing world trade growth and net capital outflows will see pressure on EM growth intensify, says ING Investment Management. It is overweight China, India and Malaysia.
Policy easing seen as key theme for emerging markets in 2012
Pressure on emerging market growth will likely intensify in 2012 and there is little alternative to being overweight China, India and Malaysia, reckons ING Investment Management. It comes after a recent survey of 450 financial advisers globally conducted by Royal Skandia, which saw Asian/emerging market equities handsomely top the voting for likely best performing asset class over the next 12 months. Overall it took a year-and-a-half of eurozone troubles and six months of concer…
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