Emerging markets investment insights 2019

Projit Chatterjee. Managing Director, Senior Equity Strategist 

In this series, Projit Chatterjee of UBS Asset Management explains some of the key reasons why investors should be looking to emerging markets for future growth. It’s not just about finding a bargain; it’s understanding the underlying factors that make EM a convincing long-haul proposition.

What you'll learn /

The UBS Asset Management Market Update course on investing in emerging markets with Projit Chatterjee will give you insights into:

Why timing the market can reduce opportunities for future returns
Emerging opportunities outside China
How inefficiencies in markets are beneficial to active investors
Why emerging markets are becoming less dependent on developed markets

About the expert /

Projit Chatterjee /

Managing Director, Senior Equity Strategist 

Projit Chatterjee is a Senior Equity Specialist, within the emerging markets team of UBS Asset Management. Projit started working for UBS in India 22 years ago, and has worked with UBS in three locations since. Over the last 11 years he has been based in Singapore, covering emerging markets and interacting with a lot of their clients and prospects. Projit is responsible for product positioning, product development and explaining UBS's investment strategy.

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Outline of the course /

2. Why you shouldn't time the market

Traditionally, investors have allocated to emerging markets tactically - that is, buying in when they’re cheap and selling out when they recover. But in this video, we suggest a different approach.

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2.1 Anywhere but China

Given its enormous weight in the index, it’s easy for most conversations about emerging markets to drift towards China. But that tends to obscure some of the lesser-known growth stories in EM, which is why we take a deeper dive in this video.

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2.2 Are emerging markets and developed markets breaking up?

One of the key growth drivers in emerging markets is the fact that in many cases, “intra-EM” trade is increasing. In other words, they’re becoming less dependent on the goods and services of developed markets to fuel their economies. This then leads to the question: is this a break-up, or just time apart?

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2.3 Taking advantage of inefficiencies

Emerging markets are growing quickly, but given the variety of governments, regulators and underlying consumers in each region, there are still a lot of inefficiencies in each individual market. To really capitalise on this, you need to take an active approach and look beyond the darlings of the index.

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Test yourself /