By Laurent Saltiel, Sergey Davalchenko, & Naveen Jayasundaram
Emerging market stocks are having a difficult time in the COVID-19 crisis, but not all industries - or countries - are struggling. And many businesses have the right qualities to benefit from structural changes now and long after local conditions improve.
During the COVID-19 crisis, investor flight to safety assets and a strong US dollar battered emerging market ((EM)) stocks this year. But after regaining some ground in June, the MSCI Emerging Markets Index was down by just 3% through July 15, in US-dollar terms, which is