As the economic recovery continues to broaden out, how do you see the emerging markets?
Have market disruptions changed the types of companies you seek to invest in?
Investors frequently ask us for opinions on specific countries within emerging markets. Depending on what’s in the headlines, the country might be China, India, Thailand or Mexico. Conversations that start top-down and focus on country allocation include many natural questions for those considering emerging markets.
As an unusually extraordinary year comes to a close, investors may still have many lingering questions about where the global economy may be headed. Even as the world continues to fight the pandemic, there is reason for optimism in 2021. The strength of Asia’s economies—and China in particular—are recovering and are well-positioned to set the stage for future growth.
At dinner tables throughout emerging markets, middle-class families tuck into comfort food, share details about their day and toast each other's successes. Languages and cuisines may differ, but many elements of everyday life are often quite similar.
Within emerging markets, we find companies at the forefront of important global developments, including the health care and technology sectors.
Across emerging markets, urban consumption provides ballast and stability to a number of sectors and industries.