Inflation has continued to push higher in both developed and emerging economies, and it certainly does not look transitory. There is a definite sense that central banks are behind the curve, which has caused some significant declines in risk assets globally. However, we feel that higher global interest rates are not necessarily a negative for EM equity as an asset class.
Disclaimer
The views expressed are those of the portfolio managers as of May 2022 are subject to change, and may differ from the views of other portfolio managers or the firm as a whole. These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice.
Rising commodity prices will have a powerful impact on emerging markets, for exporters and for those that import and subsidise the 'Three Fs', food, fuel and fertilizer.
James Syme, Senior Fund Manager on the Emerging Markets Opportunities team, shares his latest views on Chinese Equity Markets.
James Syme and the Emerging Markets Opportunities team look at the new chapter Russia is writing in emerging equity markets
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