10 things you should know about emerging markets
10 years, 10 transformations: what you need to know about the role of EM in the modern investment portfolio.
Alex Burke
September 2, 2019
10 years, 10 transformations: what you need to know about the role of EM in the modern investment portfolio.
Emerging markets are growing quickly, but there are still a lot of inefficiencies in each individual market.
Traditionally, investors have allocated to emerging markets tactically – that is, buying in when they’re cheap and selling out when they recover.
Given it’s enormous weight in the index, it’s easy for most conversations about emerging markets to drift towards China.
With emerging markets becoming less dependent on developed markets – is this a break-up, or just time apart?
Buffet has made his mark in the investment history books, but does his approach translate to emerging markets?
How not doing your research can result in just getting a good price for a bad company.
It can be difficult investing in big international companies, given that they’re generally pretty expensive to buy. But there are certain things you can look out for.
The economic weight of the world is shifting. 10 years ago, emerging markets made up about 30% of the world’s GDP, now it’s almost half. UBS Asset Management’s Geoffrey Wong makes the case for emerging market opportunities for growth investors.
Asia has changed greatly over the last few decades, and in ways that the West aren’t seeing. In markets where each person having two smartphones is the new norm, or where domestic brands are beating international giants, how do you invest where the only constant is change?
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