There are also macro risks to consider, and concerns over credit growth in China and the unpredictability of North Korea have the potential to reverse the gains seen this year in short order.
As such, this may be a basket to put some of your eggs in, but by no means all of them.
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Simon Evan-Cook is a multi-asset fund manager at Premier Asset Management
KEY FIGURES
£335m
Net inflows into the IA Global Emerging Markets sector in 2017
80%
Rise in Tencent’s share price this year
27%
MSCI Emerging Markets index’s exposure to technology stocks
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