All Emerging Market articles – Page 7
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Macroeconomics, Geopolitics, and Strategy - March 2023
Market measures of financial conditions suggest significant easing over the last three months, but borrowing costs for corporates and households have risen a lot, and are still rising. This has led to market optimism with regard to asset prices.
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Structural Themes Shaping the Opportunity in ASEAN Equities
Favorable demographics, combined with a number of unique investment themes, are creating a positive backdrop for ASEAN’s equity markets.
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COP 27: outcomes, opportunities and emerging markets
The expectations for COP 27 in Sharm el-Sheikh, Egypt, were lower than for the landmark COP 26 in Glasgow in late 2021. And although world leaders at COP 27 reaffirmed their commitments to expanding clean energy deployment – despite the near-term energy crisis caused by the Ukraine conflict – they did not deliver much action on climate change.
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China reopening should benefit parts of EM Asia
Spillovers from China’s reopening will be mostly positive. The main channels are through tourism, goods imports and commodity prices.
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The 10 themes that could make or break an EM renaissance
In our 2023 outlook, Kunjal Gala, Head of Global Emerging Markets, outlines the key factors that could drive market returns for EM equity investors in the year ahead.
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Sustainable Global Equity Report, Q1 2023
China’s road to reopening should act as a catalyst for emerging markets and global growth in general, while retaining a focus on common prosperity and decarbonisation.
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Hong Kong China Equities: Finding Value Amid the Reopening
An economic reopening, a recovery in fundamentals, and favorable policy support are creating a compelling, long-term case for Chinese equities.
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Rising social risks in emerging markets should be a catalyst for action for responsible investors
Thirteen years ago, at a United Nations Climate Summit in Copenhagen, Denmark, rich countries committed to channel $100bn per year to developing countries by 2020, to help them adapt to climate change and mitigate the negative consequences of global warming. That commitment was not met.
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White papers
All change in China, now it’s over to the consumer…
Chinese policymakers are pulling out all the stops to revive economic growth in 2023. Minyue Liu, Investment Specialist for Greater China & Asia/Global Emerging Market (GEM) Equities, underlines the positive implications for equity markets in 2023.
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Prospects for Chinese consumers: 2023 and beyond
To ensure future prosperity, China’s economy needs to evolve into one driven by consumption. The country can no longer rely on the low-cost manufacturing that drove its phenomenal growth in recent decades. The Q1 issue of Futureturns, our quarterly report on thematics and trends in equity markets, explores the outlook for China’s consumer transition. Is it still on track?
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ETF: The China equity rally is not over yet
Chinese equities have staged an impressive comeback since hitting multi-year-lows during the third quarter last year.
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Global Emerging Markets: Outlook 2023
Kunjal Gala and the Global Emerging Markets Equity team outline their views on the prospects for emerging markets in 2023 and beyond.
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Emerging Market Insights: Domestic demand in focus
China’s reopening and impact on energy prices. China’s economic reopening is proceeding swiftly, despite the spike in COVID-19 cases in early January.
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Macroeconomic Picture - February 2023
United States: The US economy has been showing signs of deceleration, as the fiscal and monetary policy drag weigh on activity, although at different intensity.
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Cross Asset Investment Strategy - February 2023
Uncertainty over growth, inflation and corporate earnings persists, even though there has been a mild improvement on the economic front. These trends underscore the need to be active and well diversified.
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Come Together: Opportunities Among Divergent Views
If there was ever a market environment that called for unbiased views and the ability to pivot, this would be it. With higher volatility, diverging macroeconomic conditions, and heightened uncertainty, investors are wondering what they could be doing differently and where they should stay the course.
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Emerging-Market Equities: Can the Bounce Be Sustained?
It’s been a long, hard slog for emerging-market (EM) equities. Since peaking in late 2010, EM stocks have underperformed global developed equities amid a confluence of macroeconomic and market headwinds. Now, a regime change unfolding in global markets may actually help improve conditions for beleaguered developing-world stocks.
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2023 global ETF outlook: Playing defence and investing tactically
What’s ahead for exchange-traded funds (ETFs) globally in 2023? Jason Xavier, our Head of EMEA ETF Capital Markets, explains where he sees areas of growth and opportunity—including smart-beta ETFs, income-oriented strategies, and select emerging markets.
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Equity Market Risks and Opportunities: Four Independent Views
How have risks that equity markets faced during 2022 changed the outlook for different equity categories? Leaders of four Allspring equity teams discuss their views on risks and opportunities in 2023.