Jul 23 2024 18 mins 1
In this episode, our director of content, investment trusts Milosz Papst, and investment trust analyst, Michal Mordel, explore the key takeaways from Edison’s recent thematic campaign on emerging markets. They highlight that emerging market equities have been out of favour recently and are trading on average at attractive absolute and relative valuations compared with developed markets. They outline the key secular growth drivers underpinning the performance of emerging economies. They discuss some of the key beneficiaries of the changes in the global supply chain. Moreover, they discuss the state-level and corporate-level governance across the emerging markets. They conclude by commenting on the main potential triggers of a re-rating in emerging market equities.
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