- We continue to closely monitor the pace of recovery in what we consider good quality companies that have corrected significantly beyond the limited near-term impact to their intrinsic value.
- East Asia remains well placed to lead global markets. China is expected to be alone in seeing GDP growth in 2020, underpinned by a diversified domestic economy driven by innovation and digitalization.
- The challenges of 2020 have highlighted structural advantages and other beneficial secular trends in emerging markets that bode well for 2021.
For further details see:
Emerging Markets: A Strong Year, A Stronger Outlook