T. Rowe Price

2019 Top 400 ranking: 14http://www.troweprice.com

Request More Information

T. Rowe Price

Emerging Market Equities - Finding fortune in the forgotten

One of the biggest misconceptions about emerging market (EM) equities is that value opportunities are few and far between. This is not surprising, given EMs tend to be associated with high growth investing. Indeed, analysis of the EM equity investment uni- verse confirms this heavy bias, with 87% of all active money invested in either core or growth EM portfolios. Meanwhile, just 13% of all active money is invested in EM value strategies.

This wide disparity highlights the neglected nature of the EM value asset class. For active, fundamental investors, this provides a rich and opportunistic landscape to find good quality stocks that have been overlooked, forgotten or ignored. Given the under-owned and under-re- searched nature of EM value companies, the risk/ reward opportunity is asymmetrical, with limited downside potential and the possibility of com- pounding on the upside.

Read the complete white paper at the link beneath Related Files

Head Office
60 Queen Victoria Street
London
EC4N 4TZ
United Kingdom
Company website:
http://www.troweprice.com
Parent Company:
T. Rowe Price
Year Founded:
1937
No. of investment offices worldwide:
6

What’s new

  • Three Factors Shaping Prospects in Frontier Markets

    Three Factors Shaping Prospects in Frontier Markets

    White papersFri, 13 Sep 2019

    KEY INSIGHTS Market conditions over the remainder of 2019 are generally expected to improve, as political and economic developments that have weighed on asset prices abate. With asset prices largely reflecting the challenges of the past year, a shift in sentiment could provide equities with an uplift. Primary catalysts set to drive asset prices include: elections, MSCI reclassifications, and geopolitical and trade developments.

  • China: The Coming End of Monetary Stimulus

    China: The Coming End of Monetary Stimulus

    White papersFri, 13 Sep 2019

    Following a decade during which China’s money printing could seemingly extend the global economic cycle indefinitely, is the playbook now changing with respect to China’s ability and willingness to provide monetary stimulus?

  • There’s Only One Way Out of Here

    There’s Only One Way Out of Here

    White papersFri, 13 Sep 2019

    Will the Fed listen to the market and slash interest rates?

  • emerging market equities finding fortune in the forgotten

    Emerging Market Equities - Finding fortune in the forgotten

    White papersMon, 2 Sep 2019

    One of the biggest misconceptions about emerging market (EM) equities is that value opportunities are few and far between. This is not surprising, given EMs tend to be associated with high growth investing. Indeed, analysis of the EM equity investment uni- verse confirms this heavy bias, with 87% of all active money invested in either core or growth EM portfolios. Meanwhile, just 13% of all active money is invested in EM value strategies.

  • How EM Investors Can Succeed in a Dovish Monetary Backdrop

    How EM Investors Can Succeed in a Dovish Monetary Backdrop

    White papersTue, 13 Aug 2019

    Central bank support should not shift investor focus away from fundamentals.

Search all our content