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1 April 2025
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Relative valuations and superior GDP growth alone are not compelling enough reasons for an improvement in emerging market equity returns. Earnings growth looks more likely to revive the asset class’s strong long-term record.
US rate cuts, low starting valuations and an uptick in global capex are just some of the tailwinds behind emerging markets. A value approach can help investors grasp growth opportunities without overstretching.
India has overtaken China as the world's most populous nation and under a reformist Prime Minister, it's growing faster than most other emerging markets. It's also got well-run companies, some of which are global leaders.
Demand for air travel, China’s growing middle-class population, Brazil’s digital payments take-up, Indian IPOs, and increased urbanisation are just some of the trends being seen in emerging economies.
Mary Meeker’s Internet Trends Report is a fantastic annual update on technology trends. Given how much technology stocks dominate sharemarket growth, it's worth a thorough read.
Emerging markets have the world’s fastest growth in populations, numbers of the middle class, technology adoption, and even technology creation. They are no longer playing catch up, they are leading the tech revolution.
A look at how democracy and political stability (or lack thereof) is shaping our Asian neighbours' economies and outlooks. Asia appears on the cusp of moving from a perpetually-emerging region to one that has emerged.
A change in India’s leadership has given hope to those tired of corruption, bureaucracy and slow economic growth. Despite many challenges, it is possible that India will become the top performing market in Asia.