Developing markets present some of the greatest growth potential in a post-pandemic world. As incomes rise and urbanization expands, rates of consumption are rapidly outstripping developed markets, with Emerging Asia set to deliver economic outperformance by 2050 and beyond. Interest rates, the US dollar, and recovery in China have been driving inflows into emerging markets for months. Yet many emerging market companies still trade well below their long-term averages.
How do we think these themes will play out? And what investment opportunities are we seeing in the current climate?
Please join us as some of our experts take a deeper dive into these key questions, and more.