
EM evolving landscape Hub Europe
Martin Currie
Created on August 15, 2024
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Transcript
Technology
The US
China
India
Mapping the EM journey
Despite the challenges presented by the Chinese market, there are several indicators that suggest a positive outlook for investors. The government’s anticipated stabilisation of the real estate market, the decrease in geopolitical tensions with the US, and the return of an equity market driven by fundamentals rather than flows, all of which should help to reduce uncertainty and raise confidence in China.
Learn More
China
Technology represents almost a quarter of the MSCI EM Index. EM are no longer dominated by commodities and cyclicals – the asset class has global technology leaders that offer innovative products and services, as well as domestic companies which are capitalising on enhancements in digitisation.
Technology
Learn More
India’s programme of structural reform is now enabling it to reach its potential. Strong economic growth delivered in a period where global growth has been challenging has enabled the country to attract investors and power its market cap ascendancy. With tremendous growth in Gross Domestic Product (GDP) per capita as well – India has been able to deliver in-tandem stock market returns.
India
Learn More
Technology represents almost a quarter of the MSCI EM Index. EM are no longer dominated by commodities and cyclicals – the asset class has global technology leaders that offer innovative products and services, as well as domestic companies which are capitalising on enhancements in digitisation.
Technology
Learn More
India’s programme of structural reform is now enabling it to reach its potential. Strong economic growth delivered in a period where global growth has been challenging has enabled the country to attract investors and power its market cap ascendancy. With tremendous growth in Gross Domestic Product (GDP) per capita as well – India has been able to deliver in-tandem stock market returns.
India
Learn More
Over the past decade, emerging markets (EM) have experienced mixed fortunes, as strong early performance was followed by more recent lacklustre returns3. The strong US market and dollar as well as the weak Chinese economy impacted returns. The next decade may see EM stock markets return to their former glory.
Mapping the Emerging Markets journey
Learn More
As the landscape within Emerging Markets (EM) continues to shift and adapt, we believe the possibility of EM’s positive returns appears promising. In this report, we highlight how the changing tides in US policy and macroeconomics may favourably impact the EM asset class.
Learn More
The US
Despite the challenges presented by the Chinese market, there are several indicators that suggest a positive outlook for investors. The government’s anticipated stabilisation of the real estate market, the decrease in geopolitical tensions with the US, and the return of an equity market driven by fundamentals rather than flows, all of which should help to reduce uncertainty and raise confidence in China.
Learn More
China
As the landscape within Emerging Markets (EM) continues to shift and adapt, we believe the possibility of EM’s positive returns appears promising. In this report, we highlight how the changing tides in US policy and macroeconomics may favourably impact the EM asset class.
Learn More
The US
Over the past decade, emerging markets (EM) have experienced mixed fortunes, as strong early performance was followed by more recent lacklustre returns3. The strong US market and dollar as well as the weak Chinese economy impacted returns. The next decade may see EM stock markets return to their former glory.
Mapping the Emerging Markets journey
Learn More