Deep Dive: Emerging markets are 'rich hunting ground' for investors

Xavier Hovasse, head of emerging market equities and fund manager at Carmignac, dives into emerging market equities - ESG

2021 proved to be a very difficult year marked by several factors: less accommodative policies in the US, the substantial underperformance of Chinese markets against a backdrop of growing concerns over regulatory changes, the increasing risk of default of the second largest Chinese property developer, and the delisting of Chinese ADRs from the US markets. So, following a difficult 2021, what is next for emerging markets?  Everlasting opportunities in EM equities and bonds In an environment characterised by rising rates and uncertainties around China, emerging markets will, despite thei...