LDEM - Emerging Markets Outlook For 2021

• David Semple, portfolio manager of VanEck Emerging Markets Equity, discusses where he's finding opportunities today in emerging markets and why investors should consider EM stocks as part of their portfolio allocation for 2021 and beyond.
• Ola El-Shawarby, senior analyst at VanEck Emerging Markets Equity, shares her take on digitization as an investment theme in emerging markets.
• Following the pandemic, emerging markets have seen real economic recovery in many places - supported by an increase in terms of mobility and an increase in terms of economic activity.
• This has all been done without so much support in terms of monetary and fiscal policy, particularly vis-a-vis developed markets.

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