Emerging market equities continue to remain volatile despite the traditional tailwinds of a weakening dollar, easing inflation and expectations of a less hawkish or perhaps accommodative central bank policy starting to feed into asset prices. While the volatility itself offers interesting near-term opportunities, medium to long term there is a much bigger, self-contained opportunity set. Many emerging market economies enjoy favourable fiscal balances, positive demographics, access to critical resources versus developed markets, and corporates are set to benefit. During this session, we will discuss the current opportunity set and outline the structural growth trends that we believe will dominate the investment landscape in the years ahead.
View PDFUnlike other key global markets like the US, the last decade has not been kind to Asia ex-Japan equities, with the benchmark rising less than 5% per year on average. However, within this out of favour benchmark there are parts of it that have been particularly unloved. Our Asia ex-Japan team believes that some of these unloved areas of an unloved benchmark present compelling opportunities for investors prospectively. But how should an investor consider these prospective returns relative to the risks that many are concerned about. Join Jonthan Pines, Head of Asia ex-Japan to learn more.
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