Compelling Opportunities in Emerging Markets
Emerging markets are some of the most dynamic in the world. While the asset class is often volatile, it can also present exciting investment opportunities. Traditional growth drivers of commodities, manufacturing, and inexpensive exports are being replaced by domestic consumption, technology, and services, potentially opening the door for more broad-based and sustainable growth. Favorable valuations, improving government finances, and resilient GDP growth help to round out the investment case.