- While inflation concerns and a global reopening-driven value rebound remained top of mind for investors throughout Q2, growth sectors made a comeback in June.
- While overseas-listed China internet companies came under pressure due to increased regulatory scrutiny, E-Commerce and fintech platforms in Latin America and Asia ex-China saw their shares soar.
- We believe market events in Q2 highlight the potential benefits of diversification in your exposure to EM consumer technology.
For further details see:
Emerging Markets: Did The Value Cycle Become A Value Phase?