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  • VanEck Blog - Emerging Markets Equity

     Emerging Markets Equity
    Emerging Markets Equity

    Angus Shillington, Deputy Portfolio Manager

    David Semple, Portfolio Manager, Emerging Markets Equity Strategy

    Oksana Miller , Product Manager

    We take a look at the Financials sector in emerging markets, its composition and our approach to allocating to this sector.

    Emerging Markets Equity

    November 08, 2019

    In Barron’s China Roundtable, Portfolio Manager David Semple discusses the growing domestic demand in China, its consumer-driven market and opportunities to invest in Chinese stocks.

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    Emerging Markets Equity

    October 18, 2019

    Domestic Demand Insulates Impact of Global Uncertainty

    by David Semple, Portfolio Manager, Emerging Markets Equity Strategy

    Amid downward revisions in global growth and the direction of monetary policy, we remain focused on companies at good valuations that address nascent areas of demand in emerging markets.

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    Emerging Markets Equity

    July 19, 2019

    Finding Alpha Despite Macro Risks

    by David Semple, Portfolio Manager, Emerging Markets Equity Strategy

    The tug of war between lower global rates and lower global growth seem to be continuing, though on a micro level, we are still seeing healthy free cash flow and balance sheets.

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    Emerging Markets Equity

    April 10, 2019

    China Stimulus Kicking In?

    by David Semple, Portfolio Manager, Emerging Markets Equity Strategy

    Emerging markets are staging a comeback following a lackluster 2018, with China leading performance as it reacts to more stimulus and signs of improving U.S.-China trade negotiations.

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