Emerging markets indices have underperformed the developed world since the credit crisis. Marten Hoekstra, of Emerging Global Advisors, explains to Long View's John Authers that the indices miss the strength of the consumer sector.
Filmed by Rod Fitzgerald and James MacDonald. Produced by Darryl Thomson.
Welcome to the new FT.com.
The same global insight. Faster than ever before on all your devices.