All Emerging Market articles – Page 8
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White papersEmerging Markets charts and views: Gearing up ahead of US elections and policy easing
The Global macroeconomic outlook is supportive for EM prospects, with global growth remaining resilient and inflation generally on a declining trend. EM appear more resilient.
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White papersMultinational companies can thrive in tough times
A common question investors ask is about the impact of de-globalisation. The risks are clear: rising US-China tensions, conflict in Europe and the Middle East, increasing trade barriers, broken supply chains, a slowing global economy and bouts of volatility in equity markets.
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White papersVikas 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 papersUncovering 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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White papersChinese 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 papersWhat 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 papersGlobal 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 papersIndia: the emerging market outlier
Underlying economic factors make India an emerging market like no other.
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White papersSummer 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 papersBenefit 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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VideoBeyond 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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White papersAsia’s New Balance: High-Yield Market Offers More Diversity, Lower Risk
After a turbulent few years caused by the shakeout in China’s property sector, the Asia high-yield bond market has found a new equilibrium based on sound fundamentals, attractive valuations and strong returns. We think it’s time for investors to consider its growth potential and diversification benefits.
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White papersElections 101: Could the dust be settling favourably for emerging market equities?
In the wake of major elections in India, Mexico and South Africa, we find a sea of investment opportunities for active stock selectors. Let’s delve deeper into the recent triumvirate of ballots that have unfolded across emerging markets, spanning continents from Asia to Africa to Central America. By examining the outcomes and implications of these votes, we stand to uncover a range of prospects for investors looking to navigate these dynamic markets.
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VideoFund Selector Masterclass - Global Equities
In this Fund Selector Masterclass, expert panellists, including Martin Todd, Portfolio Manager of Sustainable Global Equity at Federated Hermes, is joined by a top fund selector to discuss global equities, where they see opportunities and what’s ahead for H2 2024 and beyond.
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VideoEmerging markets equities: What does the future hold?
Emerging market equities are poised to benefit from a variety of positive dynamics, ranging from diversified supply chains to easing monetary policy across developed and developing economies. But China’s slowdown and a spate of elections this year pose challenges. Join portfolio managers Brad Freer and Arthur Caye as they discuss these evolving dynamics and how investors should think about allocation to the asset class.
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White papersNotes from the Road: Summer 2024
When we ask about which of our research notes are read most, one of the consistently popular seems to be feedback from our trips to see clients around the world. Everyone, it seems, wants to know what everyone else is doing. So, we offer another such note here, reflecting on discussions with clients in the US Southwest and Northeast, around Europe and Zoom calls with people anywhere in the world.
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White papersEmerging-Market Stocks: Great Businesses Hide in a Murky Market Landscape
Sour sentiment toward emerging-market stocks is obscuring uncommon opportunities for equity investors.
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White papersA New Frontier for Equity Investors: The Middle East Transformation
Investors in emerging-market equities haven’t typically paid much attention to the Middle East. It’s time to take a closer look.
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VideoOur outlook for India: The view from the GEMs desk
In this video, James Cook, Investment Director, Emerging Markets, sits down with Vivek Bhutoria, Co-Portfolio Manager, Global Emerging Markets Equity, to discuss valuations in India and the prospects for the country’s economy in the long term.
