Why we are contrarian and excited about Emerging Markets in 2025
30/01/2025 in
Whilst the US market has deservedly received a lot of investor attention, we believe that Emerging Markets also deserve an allocation, but selectivity at both a country and sector level is absolutely critical. Mike Sell, Head of Emerging Markets at Alquity, discusses:
Domestic, structural growth themes (travel, e-commerce, modern retail – for example in India, but more widely throughout the asset class)
Alquity’s greater emphasis on smaller Emerging Markets (such as Greece, Saudi Arabia, UAE, Poland, Philippines, South Africa and Egypt) in 2025
Why the concerns on the asset class are well-known and are reflected in valuations, but the positive cyclical and structural drivers have been overlooked
You can download the slides here: https://alquity.com/wp-content/uploads/2025/01/Why-we-are-contrarian-and-excited-about-Emerging-Markets-in-2025.pdf
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