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Emerging Markets Outlook: Nov 2021

Top Emerging Market Papers, Webinars, and Videos

This list of top recent content on the outlook for emerging market economies includes several webinars. The topics of these webinars vary, from macroeconomics and projected GDP growth in ASEAN countries, to sectoral recommendations, and insight into the African private equity market.

Also included is our most recent Special Report on sustainability in Asia and implications for the sustainable fixed income market.

EM outlook Nov 2021


Sustainable Asia: The continuing evolution (Special Report, 2021)

The latest Special Report from Savvy Investor (sponsored by Manulife Investment Management) focuses on Asian economies, recent events in China, the sustainability agenda across Asia, and implications for the sustainable fixed income market.

China Position 2021: Sustaining institutional interest (Invesco)

For compliance reasons, this paper is only accessible in certain geographies

The Chinese asset management market is already the world's second largest, and it will likely overtake the U.S. within several years. Invesco reports on Chinese economic conditions and the opening of their financial markets to international investment.

How to Finance the Net-Zero Transition in Emerging Markets (BlackRock, Oct 2021)

For compliance reasons, this paper is only accessible in the United States and Canada

Climate change is a global crisis that requires a global response. BlackRock believes without a successful green transition everywhere, climate risk is unmanageable anywhere. Emerging markets (EM) are essential to the transition, but they are starved of capital to fund it. A big emerging question: how can EM get the investment they need for the net-zero transition?

Emerging Markets Now Fertile Ground for Innovation (Janus Henderson, Nov 2021)

For compliance reasons, this paper is only accessible in certain geographies

Emerging markets are increasingly relying on innovation to fuel their growth. This is aided by a young talent pool, and it is increasingly leading innovative EM companies to expand internationally.

Seizing Opportunities in Asia Pacific’s ETF Market (State Street, Nov 2021)

Asian regulatory authorities and exchanges have been attempting to promote the ETF industry recently, leading to many new ETF launches in this part of the world. But capitalising on these ETF opportunities also depends on having the correct operational model.

EM Inflation Elevated but Still Relatively Contained (Capital Group, Nov 2021)

For compliance reasons, this paper is only accessible in certain geographies

Inflation has been a cause for concern across the globe, especially in emerging markets. Here, Capital Group presents some factors helping to contain inflation in EM economies as well as relative value opportunities for active portfolio managers.

Webinar: Asia – Looking beyond familiar territory (UBS AM, Nov 2021)

Experts from UBS Asset Management discuss the Asian economic outlook, along with potential opportunities in equity and fixed income markets.

Webinar: Investing in a New ASEAN Reality (Eastspring Investments, 2021)

Eastspring Investments provides insight into ASEAN markets, including their growth outlook, other macroeconomic details, and investment opportunities across various sectors.

Key Considerations For Investment In China Equities (SSGA | SPDR, Oct 2021)

For compliance reasons, this paper is only accessible in the United States and Canada

SSGA argues that investors should carve out China as a separate allocation, apart from traditional emerging market allocations.

Webinar: The Case for Investing in African Private Equity (CAIA, 2021)

In this jointly-hosted webinar from the AVCA and CAIA, panellists discuss aspects of private investment across Africa, including recent innovations, demographics, and fundraising activity in H1 2021.

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