Nedgroup Investments' Beattie: Decline in US currency 'icing on the cake' of a bullish EM scenario

How have emerging markets dealt with the pandemic?

Ian Beattie, lead portfolio manager of Nedgroup Investments' Emerging Markets Equity fund, talks to Investment Week about China, Covid-19 and asset allocation during crises.

Throughout the pandemic, what have been the points of divergence between emerging and developed markets? Emerging markets have not behaved in the same way as developed markets. Since the start of 2020, developed markets' quality and growth have led the way, especially in the tech and health sectors. Quality in emerging markets has not performed as well, partly as a result of some of the staples that have not done well, especially in India. Are there any EM countries which you think have been noteworthy during this period, and what is your outlook on them in the near term? In terms...