Is it time to dive back into emerging markets? I’ve been cautiously bullish on them since the end of last year. Now it seems that more mainstream investors are coming around too.
Last time, I highlighted Terry Smith’s new Fundsmith Emerging Equities Trust (LSE: FEET), which invests in high-quality, emerging-market, consumer-orientated stocks. I think it’s a good trust, which sits alongside established offerings from the likes of Aberdeen and First State. But I worry that the ‘high-quality’ stocks these funds are chasing aren’t exactly cheap. So I’d also look at ways to invest in specific regions [...]
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