GAM Investments' Meera Patel: Where the investment opportunities lie at the G20 Summit

Emerging markets' changing habits

clock • 4 min read

India is hosting this year’s G20 presidency which begins on 9 September.

The summit will feature discussions around emissions per capita remaining highly divergent between Asia ex. China versus the US and Europe, fossil fuel reduction, and financing for developing nations ahead of COP28 in December, and these challenges bring opportunities. BofA: Investors lift economic expectations for Asia despite long-term concerns over China Alongside robust GDP numbers coming out of Southeast Asia, a combination of peaking rates and the rapid expansion of supply chains across the region driven by geopolitical tensions supports the case for investing in the region. ...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Emerging markets

Partner Insight: Accessing India's growth - why you need more than a GEM strategy

Partner Insight: Accessing India's growth - why you need more than a GEM strategy

FSSA Portfolio Manager Vinay Agarwal discusses accessing India’s growth by embracing the nuances of a dedicated India strategy.

Vinay Agarwal , Portfolio Manager at FSSA Investment Managers
clock 22 April 2024 • 6 min read
JPM AM's Hugh Gimber: Thinking more broadly about EM stocks

JPM AM's Hugh Gimber: Thinking more broadly about EM stocks

Client demand into region rising

Hugh Gimber
clock 26 March 2024 • 4 min read
Four Graphs explaining India

Four Graphs explaining India

Four experts write

Investment Week
clock 12 February 2024 • 4 min read
Trustpilot