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JPM’s EM equity head: the two best ways to play Asian tech

Indian software companies and Taiwanese technology firms are the best way to capture the recovery in both emerging and developed consumer demand, according to JPM’s Richard Titherington.

The Citywire + rated manager, who is also head of the emerging market equity team at the asset manager, said he is overweight IT in the $2.6 billion Emerging Markets Opportunities fund, which he co-manages with Citywire A-rated Amit Mehta.

Also in this video, Titherington outlines why India is the model for other EMs to follow and why he has retained an overweight to the much-maligned Russian equity market.

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