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.
2022 M05 27
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
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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.
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