Emerging markets
M&G Global Emerging Markets Fund – The search for value: a contrarian approach to emerging markets
15 min read 22 Oct 21
Please find below a link to a note in which Michael Bourke, manager of the M&G Global Emerging Markets Fund, shares his latest thoughts on emerging markets, including recent developments in China and where he is finding opportunities currently.
Key points:
- We believe that China is capable of managing the risks presented by China Evergrande’s financial problems
- We see the recent market volatility in China as an opportunity to add to existing positions and identify new ideas
- Beyond China, we see emerging markets as a wide and diverse asset class that can potentially present opportunities for selective stock pickers
To read the note in full, click here
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