Emerging markets: Casting our net wide in 2023

A challenging year

clock • 3 min read

Emerging markets are not homogeneous and there are opportunities to be found in areas of the market where the risks are less pronounced and where valuation support is evident.

It has been a challenging year for emerging markets against the backdrop of inflation, geopolitical tensions and slowing growth, and we expect these factors to persist into the new year. The asset class has de-rated significantly, particularly when compared to developed markets. Earnings downgrades in certain industries will come, and some companies will be particularly vulnerable to higher costs, recession, and potentially punitive sanctions. Fidelity sheds carbon cutting fund name However, it is easy to become fixated on the past and forget that the market is a forward discoun...

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

JPMAM's Nandini Ramakrishnan: Emerging markets show strength in a choppy world

JPMAM's Nandini Ramakrishnan: Emerging markets show strength in a choppy world

Valuable hedge against global uncertainties

Nandini Ramakrishnan
clock 01 July 2025 • 4 min read
China's monetary stimulus plan not enough to offset Trump's tariff onslaught

China's monetary stimulus plan not enough to offset Trump's tariff onslaught

‘Marginal’ 10bps cut to benchmark rate

Sorin Dojan
clock 08 May 2025 • 3 min read
SMT's Tom Slater: China remains a relevant player amid global market tumult

SMT's Tom Slater: China remains a relevant player amid global market tumult

18% share of the world economy

Sorin Dojan
clock 02 May 2025 • 3 min read
Trustpilot