For investors in Singapore

The case for emerging market equities

Daniel J. Graña, CFA

Daniel J. Graña, CFA

Portfolio Manager


Jan 17, 2022

Emerging markets present investors with some of the most compelling opportunities for long-term capital growth in the equities universe. With multiple forces capable of influencing the earnings landscape, the Janus Henderson Emerging Market Equity Team believes that a multi-lens approach is necessary to effectively identify the most attractive opportunities – and risks – within these regions.

Key takeaways:

  • Outsourcing: Physical and digital supply chains have globalized and fragmented, and it is often emerging markets companies that have built the key competencies sitting at the heart of these supply networks.
  • Convergence: A long-term shift in incomes can lead to a convergence with more developed economies in the choices and demands that consumers make. For forward-looking emerging market companies this provides a key driver of growth and profitability.
  • Innovation: We believe conditions are ripe for an explosion in emerging market-led innovation, driven by digitalized economies, large domestic populations, and a new era of policy support. Emerging market companies are playing a prominent role in shaping this next wave.
Download Download pdf-promo-case-for-emerging-market-equities pdf-promo-case-for-emerging-market-equities
Past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested.
 
 
The information in this article does not qualify as an investment recommendation.
 
 
For promotional purposes.
 
 
Anything non-factual in nature is an opinion of the author(s), and opinions are meant as an illustration of broader themes, are not an indication of trading intent, and are subject to change at any time due to changes in market or economic conditions. It is not intended to indicate or imply that any illustration/example mentioned is now or was ever held in any portfolio. No forecasts can be guaranteed and there is no guarantee that the information supplied is complete or timely, nor are there any warranties with regard to the results obtained from its us.
Daniel J. Graña, CFA

Daniel J. Graña, CFA

Portfolio Manager


Jan 17, 2022