Emerging markets are the home of great innovators and revolutionary companies. They’re not just emerging market leaders but global leaders.
Firms such as Tencent, NIO, TSMC and Samsung have advanced further during the pandemic. COVID-19 has accentuated the global trends towards technology, and Asia’s comparative advantage should only widen. We believe this will help to create foundations for higher and more sustainable emerging markets equities returns over the next ten years.
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