Seven key themes in emerging markets

Which areas can make a difference?

James Johnstone, co-head of emerging & frontier markets at RWC Partners, looks at the most significant emerging market themes for investors.

The key tenet behind thematic investing is to focus on anticipating large structural shifts across the world in areas such as technology, finance, demographics or consumption.  Emerging markets can either be at the forefront of these large thematic developments, or they emulate developments in more mature economies at their own pace. The case for the next generation of emerging markets Sometimes, innovation is driven by the lack of legacy infrastructure or processes in emerging economies, propelling the rapid adoption of cutting-edge technology.  In other areas, progress may be ...