Head east to find growth stocks

Professional investor James Syme picks three emerging-market growth stocks to buy now.

It's a good time to be an exporter based in emerging markets. The modest US economic revival and the wider recovery in developed-world demand presents opportunities. This is especially true for exporters with global brands and an edge in technology. Two of the three stocks we highlight in this article are indeed export plays. These exporters are helped by the sharp depreciation of many emerging-markets currencies against the dollar over the past year.

Incidentally, if you feel a sense of dj vu by the end of the article, it is because the trio below are the same stocks we highlighted in this column in September 2013. They have performed well since then and remain reasonably priced growth prospects for the long term.

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James Syme is manager of the JOHCM Global Emerging Markets Opportunities Fund.