Views & News

Emerging Markets Spotlight

| Emerging Markets Equities
James Syme
19 Feb 2021
  • After the weak economic environment seen in 2019 and then the effects of the Covid-19 lockdowns, India has seen a powerful demand recovery in recent months.
  • Recoveries in Brazil, Mexico and South Africa have been more mixed, but certainly some data points show firm recoveries.
  • With the exception of India, we have been relatively cautious about adding exposure in these markets for two reasons: some significant challenges from Covid second waves and the potential for a short-term inflationary bulge due to rapidly rising commodity prices.
     

Disclaimer

Past performance is no guarantee of future performance. The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested. Investing in companies in emerging markets involves higher risk than investing in established economies or securities markets. Emerging Markets may have less stable legal and political systems, which could affect the safe-keeping or value of assets. The Fund’s investments may include shares in small-cap companies and these tend to be traded less frequently and in lower volumes than larger companies making them potentially less liquid and more volatile. The information contained herein including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation.

For a better experience, we recommend viewing this website in landscape orientation.

Webinars

×

JOHCM

×

Regnan

×