EM equities are benefiting from an evolving macroeconomic landscape, a new phase for the US dollar, as well as a revitalised China, which is seeing sustained growth in both technology and domestic consumption, and a resurgent India where structural reforms are transforming the economy.
Emerging market (EM) equities currently offer robust opportunities for both hedging and growth, with the asset class looking more attractive from a valuation perspective than at any time in the last five years. Download the paper to explore five reasons why investors should consider incorporating EM equities into portfolios today, along with key statistics.
30%-50%
Chinese companies now pay dividends.
60%
of India's nominal GDP and 75% of its equity market revenues are driven by domestic consumption.
75%
of suppliers to the Magnificent Seven are located outside of the US, particularly in East Asia and Southeast Asia.