Emerging Markets: Why we’re looking beyond China… and where to find new opportunities
China has been the success story of Emerging Markets this year, while most other countries have lagged. We think this is about to change. Our Emerging Markets fund managers have reduced weight in China and built positions in other countries which we think will lead the next leg of returns.
James Syme, who co-manages Pendal’s Global Emerging Markets Opportunities fund, is focused on identifying which countries have the fiscal firepower and structural advantages to benefit from the next phase of the global recovery.
Join James for a short webinar as he explains which countries are looking promising in 2021 — and why now is the time to consider markets other than China.