SINGAPORE (Sept 24): One truism of the last three decades is that emerging markets (EMs) are a leveraged play on global growth: They outperform when developed economies are growing, but they are susceptible to sharp downturns when global conditions are less favourable. This more or less remains true. But when considering EM investment opportunities in the years ahead, one must also understand the changes that have followed developed-market financial crises and a larger shift in the geopolitical landscape.

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