Opportunities in emerging markets

Opportunities in emerging markets

We see consumer spending, healthcare, real estate, and information technology as the key growth themes in emerging markets. However, the environment is dynamic. It is influenced by various diverging growth trends, and faces many political and economic challenges including industrialization and the digital revolution. We therefore believe that an active country, sector and security selection, based on exhaustive top-down and bottom-up research, is a prerequisite to add value to emerging markets portfolios.