Podcast

Where next for emerging markets and Chinese equities?

Portfolio Managers Varun Laijawalla and Wenchang Ma discuss the current challenges and opportunities for emerging markets and China equity investors. They also explore whether investors should consider a discrete allocation to EM-ex-China.

May 27, 2022

18 minutes

Nidhi Mahurkar
Varun Laijawalla
Wenchang Ma
Portfolio Managers Varun Laijawalla and Wenchang Ma discuss the current challenges and opportunities for emerging markets and China equity investors. They also explore whether investors should consider a discrete allocation to EM-ex-China.
Nidhi Mahurkar
Investment Director
Varun Laijawalla
Assistant Portfolio Manager, 4Factor
Wenchang Ma
Co-Portfolio Manager, All China Equity

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Emerging markets - latest insights

Specific Risks

Emerging market (inc. China): These markets carry a higher risk of financial loss than more developed markets as they may have less developed legal, political, economic or other systems.

General Risks

All investments carry the risk of capital loss. The value of investments, and any income generated from them, can fall as well as rise and will be affected by changes in interest rates, currency fluctuations, general market conditions and other political, social and economic developments, as well as by specific matters relating to the assets in which the investment strategy invests. If any currency differs from the investor’s home currency, returns may increase or decrease as a result of currency fluctuations. Past performance is not a reliable indicator of future results. Environmental, social or governance related risk events or factors, if they occur, could cause a negative impact on the value of investments.

Important Information

This communication is provided for general information only should not be construed as advice.

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