Investment Solutions Forum 2019 HK - Exclusive Insights - Simon Godfrey

Jump to section:

1. What must be considered today when investing in Emerging Markets?

Video transcript

1. What must be considered today when investing in Emerging Markets?

When you are investing in emerging markets, we have to be careful. It's a very broad spectrum of investment opportunities; we have some very high growth countries, we have medium income countries, we have low income countries, all at different stages of development. When investing in emerging markets, it's important to get real expertise to be able to look through all of those different opportunities to understand that global factors do play a part, but emerging markets are increasingly having a momentum of their own. And also, that momentum is increasingly driven by the elephant in the room, which is China. So, when we look at emerging markets, this is really a changing opportunity set, but something which we obviously believe will have a lot of prospects for the years to come.

Latest Articles

Latest News