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

Insights

Michael Bourke

26/06/2019

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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