- Investors in EM stocks are facing challenges with countries like India and Brazil still struggling to contain COVID-19.
- As the earnings outlook improves, we believe that three powerful long-term trends, driven by innovation, are creating growth opportunities that will persist through the pandemic and beyond.
- We think the extraordinary growth story of emerging market tech is only beginning.
- We expect over US$2 trillion in low-carbon initiative spending just in emerging-market countries over the next 20 years.
- Even though analysts expect higher earnings growth in 2021, EM stocks currently trade at an almost 30% discount to developed market peers.
For further details see:
Emerging Innovation: 3 Trends For Growth Stock Investors