All of 70 per cent of the global growth in 2010 is expected to come from emerging economies. China, India, Brazil and Indonesia are among the most important contributors. These countries have recovered quickly after the financial crisis and are expected to have an economic growth rate of between four and 10 per cent in the years to come.
For ODIN’s global equity funds, emerging economies are becoming more and more important in the hunt for new, undervalued companies.
