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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.
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.
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.
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.
We believe the outlook for emerging markets equities is bright and expect growth to be the main driver of returns in 2020.