Capturing Growth and Quality in Emerging Markets
For over a decade, emerging markets have been considered a core allocation
for investors seeking long-term growth. The asset class has evolved and Asia now dominates the emerging markets in terms of economic growth, consumption, and trade.
In this white paper, we will:
- Examine Asia’s outsized role in emerging markets
- Discuss the five common traits of strong companies worldwide
- Explore why/how a country informs—rather than drives—investment decisions
- Review why a core, quality-growth approach to emerging markets is optimal