How can investors identify 'under-appreciated' change in emerging markets?

Partner Insight The idea of 'underappreciated change' is particularly prevalent in emerging markets according to Jupiter's Head of Strategy, Emerging Markets, Ross Teverson. Here he explains how the concept helps him identify opportunities

Emerging and frontier market drivers have evolved significantly over the past decade and the region today offers one of the broadest mix of investable companies globally, in sectors as diverse as technology, healthcare, and consumer staples. It is within this wide universe of stocks that Ross Teverson, Head of Strategy, Emerging Markets at Jupiter Asset Management, looks to identify ‘underappreciated change' that has not been fully priced in by the market, in order to generate long-term returns in the Jupiter Global Emerging Markets Fund. According to Teverson, the idea of ‘underappre...