Skip directly to Accessibility Notice
  • VanEck Blog - Emerging Markets Equity

     Emerging Markets Equity
    Emerging Markets Equity

    David Semple, Portfolio Manager, Emerging Markets Equity Strategy

    Oksana Miller , Product Manager

    Accelerated consumption trends in industries such as healthcare, e-commerce and education make these the most attractive opportunities across emerging markets in our view.

    Emerging Markets Equity

    June 22, 2020

    Emerging Markets vs. Developed: Where to Invest Now?

    by David Semple, Portfolio Manager, Emerging Markets Equity Strategy,

    Oksana Miller , Product Manager

    In the ongoing debate between emerging markets vs. developed, we examine growth drivers and valuations to assess which is more compelling for global investors now and why.

     Read more
    Emerging Markets Equity

    May 14, 2020

    Facebook & Leading U.S. Venture Capital Firms Round out Reliance Industries’ Ecommerce Ambitions

    by Angus Shillington, Deputy Portfolio Manager,

    David Semple, Portfolio Manager, Emerging Markets Equity Strategy,

    Oksana Miller , Product Manager

    Emerging markets companies like Reliance Industries are front and center in digital disruption, and recent investments in the company play neatly into our original thesis.

     Read more
    Emerging Markets Equity

    April 15, 2020

    Looking Beyond COVID-19: Investing in the Future of Emerging Markets Today

    by David Semple, Portfolio Manager, Emerging Markets Equity Strategy,

    Oksana Miller , Product Manager

    Along with forward-looking business models, exceptional structural growth companies tend to have robust balance sheets, which may help them weather this storm and take advantage of opportunities as clouds lift.

     Read more
    Emerging Markets Equity

    March 24, 2020

    Harnessing Growth: WuXi Biologics and the Race for a COVID-19 Vaccine

    by Dominic Jacobson, Analyst,

    David Semple, Portfolio Manager, Emerging Markets Equity Strategy

    WuXi Biologics, a leading Chinese healthcare name, is an example of how pockets of alpha can be found where companies are providing solutions to problems caused by the novel coronavirus outbreak.

     Read more