All Emerging Market articles – Page 6
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White papersIs it time for neutral equity exposures?
We have become used to a fast-paced cycle after 2020. The pandemic compressed the entire business cycle into just a few quarters, but also produced a much slower and persistent phenomenon: an inflation wave that, to date, remains a vivid concern for central banks and markets.
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White papersAmundi Pension Funds Letter n°18
Every June, Amundi welcomes clients from around the world to its investment forum in Paris to discuss the new trends shaping investment. That the world has been approaching a critical juncture has been a stable topic of the past few years. But this year, the consensus was clear: We have embarked on a new era.
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White papersESG Materiality H1 2023: Spotlight on India
In the latest issue we reflect on the 2023 corporate governance trends across emerging markets and put the spotlight on India, examining key ESG risks and opportunities in one of the world’s most exciting markets.
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White papersOverlooked and underappreciated: The case for Korea
As contrarian investors, the Asia-ex Japan team seek unloved companies in unloved markets. James Cook, Investment Director of Emerging Markets, explains why Korea is one market that mustn’t be ignored.
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White papersEmerging Markets: Navigating Opportunities From Generative AI
Emerging markets offer unique opportunities and challenges for investors seeking exposure to Generative AI.
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WebinarMid-Year Outlook on 29 June
The second half of 2023 is likely to bring a further deceleration in global economic activity and see major policy interest rates reach their peak. A bright spot is the widening growth advantage that emerging economies look set to enjoy over their developed peers.
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White papersSecular Outlook 2023 - Asset class return forecasts for the next five years
Securing single-digit annual returns from a diversified portfolio could prove an unusually complex task in the next five years, largely because of volatile inflation and more muscular state intervention.
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White papersEmerging Markets from the Asset Allocator’s View
We’re tactically cautious on developed-market equities with a broadly risk-off stance, but we have a relative preference for emerging-market (EM) stocks over a 6- to 12-month horizon. Valuations aren’t demanding, while muted investor sentiment and generally low EM allocations versus recent history could be strong tactical catalysts—especially in light of China’s reopening.
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White papersBeyond re-opening: the long-term trends to watch in China
The risks and rewards presented by investing in China topped the agenda at Federated Hermes’ Asia and Emerging Markets Investing Forum in London on 13 June.
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White papersIndonesia – unlocking the potential
Dara White, Head of Global Emerging Market Equity, and Krishan Selva, Client Portfolio Manager, look at why the future could continue to be very bright for the country
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White papersGreying and Greening Across Emerging Markets
We examine which emerging markets face the strongest demographic pressure as part of our ongoing research into the global shift in labor dynamics.
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Podcast2023 Equity Midyear Outlook: Potential in Emerging Markets
Derrick Irwin, portfolio manager for Allspring’s Intrinsic Emerging Markets Equity team, and Ann Miletti, head of Active Equity and chief diversity officer, discuss emerging markets and why they might be one of the best areas to invest in this year. A more complete discussion can be found in Allspring’s midyear report to investors.
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White papersPositioning: to the rescue of tech stocks
Last week’s focus was on real rates rising while growth stocks kept outperforming value ones. This week we follow up with a focus on one of the potential explanations to this situation: positioning.
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White papersImpact Investing – Global Emerging Markets
“It’s one thing to feel that you are on the right path but it’s another to think that yours is the only path.” Paulo Coelho
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White papersCan a weakening US dollar catalyse an emerging market decade?
A weakening US dollar has historically created a positive backdrop for emerging market equities, with the two asset classes inversely correlated, and a sharp decline in the dollar over recent months has led many to claim its decade-long bull run may be coming to an end.
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White papersIndian assets are poised for growth in investors’ portfolios
Investors’ attention should be turning to India, which has overtaken China as the world’s most populous country. The country has a lot more going for it than just demographics. We expect GDP growth will average 5.2% per year over the next decade, compared with 3.7% for emerging economies, and a modest 1% for developed markets.
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White papersNearshoring: Wall Street buzzword or structural tailwind?
Mexico looks an obvious beneficiary of nearshoring trends as countries move to bring production lines closer to home, with cheaper labour and existing trade partnerships with the US.
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PodcastOuterblue Talks Research - Emerging renaissance
2022 was a year to forget for emerging markets, but so far 2023 has brought more optimism that emerging markets may be making a comeback.
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White papersThe case for Chinese equities
China is the only major economy forecast to grow meaningfully this year, albeit from a low base, and domestic equities are trading at a near record-low valuation relative to the rest of the world.
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White papersIs Moore’s Law Dead?
Moore’s Law is entering a new phase with the emergence of cloud computing and 5G connectivity, leading to the development of high-performance computing chips.
