Jin Zhang provides insights on what to expect in India and China, trade redirections to Southeast Asia, and opportunities in Latin America.
Despite macro risks, there are many investment opportunities: businesses that are not overly sensitive to GDP growth and companies with disruptive business models that are benefitting from secular trends. And in areas facing economic challenges, it is important to make a distinction between the business’s exposure and where it is located.
Equity Securities: The market price of equity securities may be adversely affected by financial market, industry, or issuer-specific events. Focus on a particular style or on small or medium-sized companies may enhance that risk. Foreign & Emerging Markets: Investing internationally, especially in emerging markets, involves additional risks such as currency, political, accounting, economic, and market risk. Prospectus: For additional information on risks, please see the fund’s prospectus.