All Emerging Market articles – Page 3
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White papers
Vikas Pershad: What investing in India over 20 years has taught me
India is a broad and deep opportunity set that’s transforming rapidly – and it also has a demographic dividend, with around 40% of its population under the age of 25. Many can be absorbed into companies rapidly – and employment is an essential component to boost economic growth.
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White papers
Uncovering the rich tapestry of emerging markets
Understanding global emerging markets are not all the same, and never have been, is key to success within the space. Investors allocating assets within global emerging markets need to appreciate their different characteristics. The large dispersion of returns across the emerging markets universe prove economics, politics, demographics and corporate maturity all matter. This is why a truly unconstrained approach to stock selection is vital.
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Webinar
Modi 3.0: A New Dawn for Indian Equities?
India’s Prime Minister Narendra Modi’s first two terms saw significant growth in Indian equities, driven by bold economic reforms and a pro-business stance, and attracting both domestic and international investors alike. As we look ahead, the question arises: Can a third term, marked by a weakened PM reliant on a coalition government, build on this performance?
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White papers
Q3 2024 CIO Review and Outlook
Many emerging markets have delivered a robust performance this quarter amid a number of headwinds and we expect key geographies to build on that in the coming months.
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White papers
Re-Emerging Markets
After several years of price decline, we see EM equities as poised for a resurgence. Already one of the best-performing asset classes of 2024, we see further upside from here.This is based on a clear reversal of recent headwinds, notably higher US interest rates and a strong dollar.
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White papers
Chinese stocks rebound
“PBoC’s stimulus has enthused the markets and is a welcome step. For a lasting impact on the economy, we believe additional fiscal measures are essential to encourage consumer spending and improve labour markets.”
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White papers
What It Takes to Catalyze the Transition in Emerging Markets
The best way to experience the Bhadla solar park region is from the air. Through a plane window high above the Thar Desert in northwestern India, theexpanse of photovoltaic panels appears suddenly out of the rolling dunes, shimmering in the afternoon sun like an inland sea.
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White papers
What the Fed’s Rate Cut Means for Emerging Markets
Chief Investment Officer Sean Taylor provides his insights on how the Fed’s 50 basis point-rate cut may affect emerging economies, particularly in Asia and Latin America, how it impacts portfolio allocations and the sectors he believes are poised for growth amid this shift.
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White papers
Out of sight, out of EM?
A world on fire and a $5.5 trillion need for capital. Will Scholes, co-fund manager of the Premier Miton Emerging Markets Sustainable Fund, puts a long-term lens on emerging markets (EM) investing.
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White papers
Emerging Markets Unveiled: Uncovering Opportunities for Impact in Emerging Markets
This report shares how our Sovereign Impact Rating framework addresses some of the key challenges when assessing ESG impact performance for sovereigns.
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White papers
Global Investment Views - September 2024
When central banks are cutting rates and risks of a US recession are limited, we remain disciplined and mildly positive on risk assets.
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White papers
India Strategies for Maximizing Returns
An active approach can help to manage the rich valuations of this growth market
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White papers
India: the emerging market outlier
Underlying economic factors make India an emerging market like no other.
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White papers
Summer rotation in equities
Global equities delivered strong performance this year on the back of resilient economic activity in the US and Europe. Some sectors such as technology outperformed the broader markets led by artificial intelligence-driven exuberance in the US. We are now witnessing signs of a broadening of this rally to other areas such as small caps, financials, that have lagged behind.
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White papers
Latin America’s Long-Term Potential
Portfolio Manager Jeremy Sutch, CFA, and Chief Investment Officer Sean Taylor assess the issues besetting the region’s key markets—from domestic challenges to geopolitical headwinds—as well as their structural strengths, and whether prospects may brighten with the onset of a U.S. rate-cutting cycle.
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White papers
Emerging markets in the new world order
The world order of the second half of the 20th century is being turned on its head. The shift should be positive for emerging markets and thus investors in EM debt.
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White papers
Benefit from the EM story through India
“A favourable macro backdrop and a Fed close to cutting its policy rates are positive factors for emerging market assets.”
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Video
Beyond China: exploring Asia’s equity landscape
In this video, Capital Group equity portfolio manager Chris Thomsen discusses opportunities he is currently seeing across India, the Philippines, Vietnam and Indonesia.
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Webinar
Mid-Year Market Update on India and China
In this webinar, we delve into the mid-year outlook for India and China, two emerging markets with contrasting equity performances in 2024. Matthews’s CIO Sean Taylor and Portfolio Managers Winnie Chwang and Swagato Ghosh explore the reasons to be optimistic about India’s prospects despite its high equity valuations and examine China’s potential as it holds its key third plenum gathering. They also discuss potential catalysts and risks for both countries.
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