All Emerging Market articles – Page 8
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White papersA rocky net zero pathway
In 2022, the war in Ukraine impacted the energy supply outlook and also had implications for the net zero path. Security, affordability (in volume and prices) and sustainability of the energy supply were challenged, driving the need to diversify the energy supply mix.
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White papersGlobal Investment Views - April 2023
“We are moving towards a more uncertain economic backdrop, with lower visibility on central bank actions. This calls for a prudent stance on risk assets.”
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White papersSchroders Capital Investment Outlook: Real Estate - March 2023
In this H1 2023 edition, we focus on the implications of market repricing over the past six months and key regime shifts underway.
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White papersPM Spotlight: A World of Experience in Managing Portfolios
Read this issue of PM Spotlight with Alison Shimada, head of the Total Emerging Markets team. Her diverse international background adds deep perspective to managing emerging market equity portfolios.
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White papersChina’s Green Enablers Deserve a Place in Equity Funds
Investors focusing on climate change often overlook Chinese firms. We think that’s a mistake. Chinese companies are playing an indispensable role in the global transition to a greener future—and carefully selected shares offer attractive return potential.
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White papersAre Cheap Burgers in Emerging Markets a Good Sign for Investors?
Investors in emerging markets (EM) have endured a decade of poor performance. But things may be changing. Based on The Economist magazine’s data comparing hamburger prices across countries, many EM currencies look cheap today—as they did 20 years ago before an extended rally of EM stocks and bonds.
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White papersEmerging Markets Insights: Headwinds for EMs from higher bond yields
Three things we’re thinking about today:
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White papersMacroeconomics, 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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White papersStructural 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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White papersCOP 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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White papersChina 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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White papersThe 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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White papersSustainable 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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White papersHong 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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White papersRising 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 papersAll 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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White papersProspects 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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White papersETF: 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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White papersGlobal 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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White papersEmerging 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.
