Four graphs explaining... Emerging market equities

New series

clock • 3 min read

In this new Investment Week series we ask a fund manager, multi-asset manager, fund picker and economist and CIO to pick a graph they think best portrays the state of the asset class. 

This month experts considered emerging market equities. These graphs range from a look at the importance of China to the overall asset class; the impact of Covid cases on China; the significance of copper prices; and the impact of inflation.   Andrew Hardy, director of investment management at MGIM (Momentum Global Investment Management) The Chinese equity market has roughly halved since its peak in February last year, giving up a decade of outperformance versus the rest of the emerging markets equity index in the process. Its 30% weighting still dominates the index though, or o...

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

Morningstar's Lena Tsymbaluk: The debate around returning to China

Morningstar's Lena Tsymbaluk: The debate around returning to China

'Evolving landscape'

Lena Tsymbaluk
clock 24 October 2024 • 4 min read
Franklin Templeton expands EM product suite with triple launch

Franklin Templeton expands EM product suite with triple launch

One actively-managed fund and two ETFs

Valeria Martinez
clock 22 October 2024 • 2 min read
Fidelity International's George Efstathopoulos: Unpacking the recent Chinese stimulus

Fidelity International's George Efstathopoulos: Unpacking the recent Chinese stimulus

Designed to have a 'positive wealth effect'

George Efstathopoulos
clock 21 October 2024 • 4 min read
Trustpilot