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

Carmignac's Amol Gogate: Why a Modi election win could further propel India's markets

Carmignac's Amol Gogate: Why a Modi election win could further propel India's markets

Modi projected to win

Amol Gogate
clock 04 June 2024 • 3 min read
RBC BlueBay AM's Laurence Bensafi: EM index recomposition calls for investors' change of perception

RBC BlueBay AM's Laurence Bensafi: EM index recomposition calls for investors' change of perception

'Progressive maturation' of asset classes

Laurence Bensafi
clock 30 May 2024 • 3 min read
TEMIT's Chetan Sehgal: The outlook for emerging markets halfway through 2024

TEMIT's Chetan Sehgal: The outlook for emerging markets halfway through 2024

Headwinds to Chinese valuations

Chetan Sehgal
clock 29 May 2024 • 2 min read
Trustpilot