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Emerging markets

Emerging markets and the reopening trade

So far, the global economic recovery from the Covid-19 fallout has been led by developed markets and emerging Asia, spearheaded by China. Looking ahead, we think the catchup trade could ripple out across other emerging markets, driven by the availability of vaccines, the reflationary impulse from China and developed markets, and the lagged impact of monetary easing.

12 February 2021 | Anthony Doyle, Alex Duffy
EM poised to benefit from accelerating trends

EM poised to benefit from accelerating trends

Emerging markets (EM) have been growing rapidly in recent years. In fact, they now contribute over 50% of global growth and are expected to contribute over 60% by 2022. Once dominated by agriculture and heap manufacturing, EM countries are today home to some of the world’s fastest-growing economies and most innovative companies.

29 January 2021 | Fidelity International
The case for investing in India

The case for investing in India

Since the late 20th century, India’s rate of GDP growth has doubled, making it one of the fastest-growing key economies globally. Find out how an active allocation to this region can give you access to companies that will benefit most from this continuing trajectory.

20 January 2021 | Fidelity International
2021: The outlook for emerging markets

2021: The outlook for emerging markets

Looking ahead, there are many reasons to remain optimistic towards emerging market equities, which we expect to benefit from a combination of long-term structural growth drivers and more recent developments, including industry consolidation and acceleration of technological/internet trends.

07 December 2020 | Alex Duffy
What happens when the stimulus finally ends?

What happens when the stimulus finally ends?

As an emerging market investor, Alex Duffy has seen it all. But with the current level of government debt skyrocketing, what can investors expect once the stimulus ends? Will this policy response lead to inflation down the road?

23 September 2020 | Alex Duffy
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