Nordea’s Nøddekær: US dollar impact on EMs will be short-lived

Jorry Rask Nøddekær, manager of the Nordea 1 Emerging Stars Equity fund, is optimistic on the outlook for emerging markets as they are expected to deliver strong growth over the medium to long term. He tells Investment Week that there are some particularly good opportunities in areas such as youth consumption, healthcare and technology across India, China, South Korea and Taiwan.