Companies show coronavirus resilience
For many years now, Chinese internet companies have been producing notable earnings expansion on the back of consumption-led growth in China.
New markets opening across the world
Early year pessimism 'not come to fruition'
Clearing up misconceptions
A quality bias has been the right way to invest in emerging market equities for many decades.
Emerging markets have generally performed well over the last three years; the MSCI Emerging Markets index has returned over 30% during the period and we believe the asset class still has significant potential to grow.