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Investment Adventures in Emerging Markets

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Three Reasons We Remain Bullish on Emerging Markets Long Term

Emerging markets have seen progress on back of an uptick in vaccination rollouts, but the recent Chinese regulatory crackdown and further virus outbreaks have caused equities to generally underperform year to date relative to developed markets. With a focus on emerging markets outside of Asia, our Emerging Markets Equity Senior Managing Director Chetan Sehgal nonetheless remains bullish on the long-term potential of emerging markets and outlines three main reasons: debt, valuations and cashflows.

Chetan Sehgal, CFA | September 29, 2021

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