M&G Emerging Market Equities team - Finding opportunities amid macroeconomic uncertainty


Despite growing concerns about the macroeconomic environment, equity markets in India, Brazil and Russia have performed well this year. China is an important discussion point for emerging market investors: we think improvements in company fundamentals are being overlooked amid worries about the trade war. We believe volatility in the market has created myriad opportunities, particularly among cheaper ‘value’ stocks.

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