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Will Emerging Markets See the Light?

Vontobel’s Quality Growth Boutique believes prosperous times are ahead for emerging markets and they will blossom again, much like a lotus that reemerges each day from beneath the water’s surface. This paper looks at the opportunity emerging markets offer investors to participate in an enduring growth story.

Topics discussed include:

  • How the state of consumption growth in emerging markets, driven by the rising middle class, remains intact.
  • Why many EM countries today are more resilient to external shocks than in the past and can better withstand the pressures of a stronger U.S. dollar.
  • How the fairly conservative use of stimulus by many emerging markets in response to the COVID-19 pandemic could lead to a lower financial burden over the long term.
  • The attractive valuations of emerging market equities. The MSCI Emerging Markets Index is trading at a 15-year low compared to the MSCI World (Developed) Index.

Read the Paper

z - Cover Image: Will Emerging Markets See the Light?