Dispatches from India

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What’s in your EM fund?

Passive funds tracking emerging market (EM) indices have long promised geographic and sectoral diversification. In practice, however, EM indices have become increasingly concentrated bets on a handful of high-flying Taiwanese and Korean tech stocks.
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Overlooked & Undervalued

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INSIGHT: Indian vs. global GDP growth

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Demographics discussion on Real Vision

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INSIGHT: World's fifth-largest economy

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INSIGHT: Labor productivity

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Overlooked & Undervalued