Unlocking Opportunity in Emerging Markets After the Pandemic

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Presented by

Ernest Yeung & Haider Ali

About this talk

We believe EM equities should benefit from significant post-COVID tailwinds this year: pent-up demand and its linkage to global trade, attractive relative valuations, increased China demand, and favourable currency trends, to name a few. Yet many investors remain underweight the asset class and have narrow exposure that may miss forgotten pockets of opportunity, which may out perform as social and economic behaviour normalise. Portfolio Managers Ernest Yeung and Haider Ali explained how they are finding opportunities by digging deeper into these dynamic markets. In particular, they discussed: • Extreme divergence of EM value and growth equities • Impact of a weaker US dollar on EM • Resilience of EM economies and whether further fiscal stimulus is needed • Relative valuations and pockets where stocks are potentially mispriced • Improving company fundamentals that many investors may be missing • Outlook for US-China trade relations
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