Seven key themes in emerging markets

Which areas can make a difference?

clock • 1 min read

James Johnstone, co-head of emerging & frontier markets at RWC Partners, looks at the most significant emerging market themes for investors.

The key tenet behind thematic investing is to focus on anticipating large structural shifts across the world in areas such as technology, finance, demographics or consumption.  Emerging markets can either be at the forefront of these large thematic developments, or they emulate developments in more mature economies at their own pace. The case for the next generation of emerging markets Sometimes, innovation is driven by the lack of legacy infrastructure or processes in emerging economies, propelling the rapid adoption of cutting-edge technology.  In other areas, progress may be ...

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

FundCalibre Elite Radar: Allianz China A-Shares

FundCalibre Elite Radar: Allianz China A-Shares

Deep dive into Elite Radar fund

Darius McDermott
clock 15 November 2024 • 5 min read
What is the outlook for emerging markets after the US election?

What is the outlook for emerging markets after the US election?

Video roundtable

Valeria Martinez
clock 15 November 2024 • 1 min read
China unleashes $1.4trn package to bolster economic growth - reports

China unleashes $1.4trn package to bolster economic growth - reports

'Good news for other emerging market economies'

Sorin-Andrei Dojan
clock 08 November 2024 • 1 min read
Trustpilot