Mirabaud's Narula: Why a 'second coming' is on the cards for emerging markets
Asian stocks to lead charge against developed markets
Anu Narula of Mirabaud
There is likely to be a 'second coming' for emerging market equities as the world heads into 2021 and beyond, according to Mirabaud's Anu Narula, who said Asia – and China in particular – is catching up with the US in terms of its technology capabilities.
Narula, who is head of global equities at the firm, currently has a 5.5% allocation to Chinese stocks within his £382m Sustainable Global Focus fund, compared to a 78.6% weighting in US equities. However,...