The world turns – from emerging to developing markets by Shane Oliver, Head of Investment Strategy & Chief Economist

Key Points

• The world is turning. While the US, Japan and Europe are starting to look brighter the emerging world led by China, India, Brazil & Russia is looking a bit less bright.
• This is seeing the long term secular cycle in investment markets move in favour of traditional global shares relative to emerging markets and Australian shares, and will work against commodities and currencies like the $A.

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