Talking Point  

The outlook for emerging markets

  • Describe what drives emerging market economic performance
  • Explain what moves emerging market share prices
  • Identify the different ways one can invest in emerging markets
CPD
Approx.30min
The outlook for emerging markets
Where to invest beyond developed markets
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Many exciting things are happening in emerging market economies, with countries such as China and India at the forefront of technological change.

But the world is teetering on the edge of prolonged and deep recession, a condition in which emerging market assets rarely thrive. 

But with China's economy likely to become the largest in the world later this year, and commodities no longer the dominant sector in the emerging market stock universe, and with positive demographics driving growth, where there is a large increase in the number of people entering the middle class, is it time to look past the short-term economics and focus on the longer-term picture?

And if one is allocating to emerging markets, what is the best way to get exposure to fast growing areas of the world? Global funds typically have some holdings in emerging markets, but is that enough to generate real value?

This report aims to address those questions. It is worth 30 minutes of CPD.    

davd.thorpe@ft.com

CPD
Approx.30min

Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.

  1. Why is a rise in value in emerging market currencies bad news for emerging market investments?

  2. Justin Leverenz is optimistic about the Chinese economy, true or false?

  3. A stronger dollar is good for emerging markets, true or false?

  4. Why has China avoided the 'Middle Income' trap?

  5. Which of the following is a major drawback with China's economy?

  6. Value stocks have more of a dividend yield, according to Freddie Woodhead, of JM Finn, true or false?

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You have successfully answered all the questions correctly, well done!

You should now know…

  • Describe what drives emerging market economic performance
  • Explain what moves emerging market share prices
  • Identify the different ways one can invest in emerging markets

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