Emerging Market Equities are experiencing significant performance dispersion across countries. Their exposure to inflation is not uniform.
Country Selection Now Key
The simultaneous & joint impact of COVID, the Russia-Ukraine situation, and simmering geopolitical tensions between China and Taiwan has investors worried. Especially investors in Emerging Markets.
But a closer look behind the EM Equity benchmark tells a different story. And for specific countries, the story is one of opportunity. Especially in Asia where inflation is not necessarily as prevalent as in developed markets.
Read the latest views from Emerging Market equity managers inside RFPnetworks.
Emerging Market Equity
Will Indian Stocks Continue to Outperform Most of the World?
Indian Stock Market becomes the China + 1
India Equity or China Equity?
Investor Views Are Changing
Are Emerging Markets More Experienced At Handling Crises Than Developed Markets?
Resilience From Experience
India was one of the best-performing emerging markets in 2021. Yet YTD 2022 the picture has reversed with net foreign capital outflows and significant selling. But is this all about crude & commodities or is the long term structural investment thesis still valid?
View all India Equity portfolio manager views inside RFPnetworks.