Varun Laijawalla

Notes from the road

Q&A with Varun Laijawalla: eyeing the EM opportunity

We sat down with Ninety One’s co-Portfolio Manager of the Emerging Markets Equity Strategy, Varun Laijawalla, to address some of the recent questions from allocators on how and where to find alpha in emerging markets.

Emerging market outlook

Emerging markets: favourable currents strengthening beneath choppy waters

At a global level, the path immediately ahead could be choppy. But beneath the surface, currents that favour emerging markets are gathering force, explain Victoria Harling, Varun Laijawalla and Grant Webster.

4Factor

Notes from the road: India’s sleeping cat…has become a roaring tiger

A recent visit to India confirmed that the country is in a good place; the economy is strong, concrete is being poured and sentiment is generally upbeat. It occurred to us that India might be following China’s growth trajectory.

Emerging markets

Emerging Markets Insights: P&I Interview with Varun Laijawalla

In this Q&A, Varun Laijawalla discuses the opportunities in EM equities, developments in China and ESG in emerging markets.

9 minutes

Emerging markets

Reassessing emerging market equity allocations

Market conditions appear to be shifting in favour of emerging market equities. We explore how to structure an allocation to achieve broad exposure to the return-potential of the asset class while managing risks.

Deliberating EM Equities

Why it pays to be active in EM equities

Capital is returning to emerging market equities. This paper sets out why the investment approach matters and why active strategies have been rewarded in emerging markets.

Emerging Markets Equity

A once-in-a-generation opportunity

While US mega caps continue to dominate the conversation, there are select companies in Asia and other emerging markets that have quietly become indispensable players in the global AI value chain. We believe that the ‘Secret Seven’ could help drive another positive year in emerging market equities.

Emerging markets

The Secret Seven: Undervalued firms at the heart of AI infrastructure

The AI boom increasingly depends on hardware. A small group of emerging market firms sit at the physical limits of that infrastructure, yet still trade at deep discounts. The “Secret Seven” may represent one of the most overlooked opportunities in global equities.

Press release

The Secret Seven: Emerging market firms powering the next wave of AI infrastructure

Emerging market hardware leaders are becoming indispensable to the trillion-dollar AI build-out; the current valuation gap offers an opportunity for global investors

Hidden GEMS

Hidden GEMs: Emerging markets are poised to reshape the investment landscape

Under-owned but now firmly on global investors’ radars, emerging markets are set to play a bigger role in portfolios. Compelling – and often mispriced – investment opportunities can be found across asset classes, but careful selection is increasingly vital.

Deliberating EM Equities

Hidden GEMs: How emerging markets are rewriting the volatility playbook

Emerging market equities portfolio managers Archie Hart and Varun Laijawalla argue that stronger fundamentals, pragmatic policy, and resilient performance are reshaping investor perceptions of risk in emerging market equities.

Deliberating EM Equities

Get to know 4Factor Emerging Markets Equity

A core strategy seeking to generate alpha across emerging market cycles

Talking tariffs

Follow the trendlines, not the headlines

Tariffs are reshaping market dynamics—where are the opportunities for emerging market equity investors? Portfolio manager Varun Laijawalla explores the risks, the mispricings, and the strategies for navigating uncertainty.

Press release

American Beacon Advisors Rounds Out Ninety One Offerings With Adoption of Emerging Markets Equity Fund

Emerging markets generate 58% of global GDP yet make up only 9% of equity portfolios.

Deliberating EM Equities

EM equities: a decade of transformation

Emerging markets have changed dramatically over the last decade, resulting in a more diverse and higher-quality asset class. The team discusses how this evolution has transformed the investment landscape.

Deliberating EM Equities

EM equities: five factors point to a rebound

Over recent years, the EM equity asset class has seemed to reach a turning point on more than one occasion, only for hopes to be dashed. After several false dawns, this analysis assesses the critical factors that could support EM returns relative to developed markets.

Deliberating EM Equities

India: a powerhouse in the spotlight

India, alongside China, now represents nearly half of the EM equity universe. While structural trends favour Indian equities in the long term, higher equity valuations mean a selective approach is more crucial than ever.

Hidden GEMS

Actively navigating EM equities

Varun Laijawalla believes an active approach is imperative to investing in emerging markets, which he illustrates by relating to his team’s experiences of investing in two EM powerhouses – India and China.

19 minutes

Notes from the road

Q&A with Varun Laijawalla: eyeing the EM opportunity

We sat down with Ninety One’s co-Portfolio Manager of the Emerging Markets Equity Strategy, Varun Laijawalla, to address some of the recent questions from allocators on how and where to find alpha in emerging markets.

Emerging market outlook

Emerging markets: favourable currents strengthening beneath choppy waters

At a global level, the path immediately ahead could be choppy. But beneath the surface, currents that favour emerging markets are gathering force, explain Victoria Harling, Varun Laijawalla and Grant Webster.

4Factor

Notes from the road: India’s sleeping cat…has become a roaring tiger

A recent visit to India confirmed that the country is in a good place; the economy is strong, concrete is being poured and sentiment is generally upbeat. It occurred to us that India might be following China’s growth trajectory.

Emerging markets

Emerging Markets Insights: P&I Interview with Varun Laijawalla

In this Q&A, Varun Laijawalla discuses the opportunities in EM equities, developments in China and ESG in emerging markets.

9 minutes

Emerging markets

Reassessing emerging market equity allocations

Market conditions appear to be shifting in favour of emerging market equities. We explore how to structure an allocation to achieve broad exposure to the return-potential of the asset class while managing risks.

Deliberating EM Equities

Why it pays to be active in EM equities

Capital is returning to emerging market equities. This paper sets out why the investment approach matters and why active strategies have been rewarded in emerging markets.

Emerging Markets Equity

A once-in-a-generation opportunity

While US mega caps continue to dominate the conversation, there are select companies in Asia and other emerging markets that have quietly become indispensable players in the global AI value chain. We believe that the ‘Secret Seven’ could help drive another positive year in emerging market equities.

Emerging markets

The Secret Seven: Undervalued firms at the heart of AI infrastructure

The AI boom increasingly depends on hardware. A small group of emerging market firms sit at the physical limits of that infrastructure, yet still trade at deep discounts. The “Secret Seven” may represent one of the most overlooked opportunities in global equities.

Press release

The Secret Seven: Emerging market firms powering the next wave of AI infrastructure

Emerging market hardware leaders are becoming indispensable to the trillion-dollar AI build-out; the current valuation gap offers an opportunity for global investors

Hidden GEMS

Hidden GEMs: Emerging markets are poised to reshape the investment landscape

Under-owned but now firmly on global investors’ radars, emerging markets are set to play a bigger role in portfolios. Compelling – and often mispriced – investment opportunities can be found across asset classes, but careful selection is increasingly vital.

Deliberating EM Equities

Hidden GEMs: How emerging markets are rewriting the volatility playbook

Emerging market equities portfolio managers Archie Hart and Varun Laijawalla argue that stronger fundamentals, pragmatic policy, and resilient performance are reshaping investor perceptions of risk in emerging market equities.

Deliberating EM Equities

Get to know 4Factor Emerging Markets Equity

A core strategy seeking to generate alpha across emerging market cycles

Talking tariffs

Follow the trendlines, not the headlines

Tariffs are reshaping market dynamics—where are the opportunities for emerging market equity investors? Portfolio manager Varun Laijawalla explores the risks, the mispricings, and the strategies for navigating uncertainty.

Press release

American Beacon Advisors Rounds Out Ninety One Offerings With Adoption of Emerging Markets Equity Fund

Emerging markets generate 58% of global GDP yet make up only 9% of equity portfolios.

Deliberating EM Equities

EM equities: a decade of transformation

Emerging markets have changed dramatically over the last decade, resulting in a more diverse and higher-quality asset class. The team discusses how this evolution has transformed the investment landscape.

Deliberating EM Equities

EM equities: five factors point to a rebound

Over recent years, the EM equity asset class has seemed to reach a turning point on more than one occasion, only for hopes to be dashed. After several false dawns, this analysis assesses the critical factors that could support EM returns relative to developed markets.

Deliberating EM Equities

India: a powerhouse in the spotlight

India, alongside China, now represents nearly half of the EM equity universe. While structural trends favour Indian equities in the long term, higher equity valuations mean a selective approach is more crucial than ever.

Hidden GEMS

Actively navigating EM equities

Varun Laijawalla believes an active approach is imperative to investing in emerging markets, which he illustrates by relating to his team’s experiences of investing in two EM powerhouses – India and China.

19 minutes

Notes from the road

Q&A with Varun Laijawalla: eyeing the EM opportunity

We sat down with Ninety One’s co-Portfolio Manager of the Emerging Markets Equity Strategy, Varun Laijawalla, to address some of the recent questions from allocators on how and where to find alpha in emerging markets.

Emerging market outlook

Emerging markets: favourable currents strengthening beneath choppy waters

At a global level, the path immediately ahead could be choppy. But beneath the surface, currents that favour emerging markets are gathering force, explain Victoria Harling, Varun Laijawalla and Grant Webster.

4Factor

Notes from the road: India’s sleeping cat…has become a roaring tiger

A recent visit to India confirmed that the country is in a good place; the economy is strong, concrete is being poured and sentiment is generally upbeat. It occurred to us that India might be following China’s growth trajectory.

Emerging markets

Emerging Markets Insights: P&I Interview with Varun Laijawalla

In this Q&A, Varun Laijawalla discuses the opportunities in EM equities, developments in China and ESG in emerging markets.

9 minutes