Emerging Markets Outlook 2023: Preparing for Take-Off

There are several catalysts that have the potential to lift emerging market equities this year, after recently being out of favor. These include China’s reopening, a tapering of interest rate hikes by the U.S. Federal Reserve (which would ease upward pressure on the dollar), and stable commodity prices. In our 2023 emerging markets outlook, we explore these factors and more, highlighting drivers of growth in China, India, Latin America, and beyond.