Skip directly to Accessibility Notice
Thought Leaders - David Semple
Portfolio Manager, Emerging Markets Equity Strategy

About David

David Semple joined VanEck in 1998. He serves as Portfolio Manager for VanEck’s Emerging Markets Equity Strategy and oversees the Emerging Markets Equity Team. Mr. Semple is responsible for company research, stock selection and portfolio construction. With over 30 years of dedicated industry experience in the EM equities space, he brings perspective and insight gleaned from his Strategy’s pursuit to identify and invest in forward-looking, sustainable and structural growth companies that are front and center, and the potential future, of emerging markets and global economies.   

Meet the Man Behind Emerging Markets Equity.

My Insights

Emerging Markets Equity

January 12, 2021

Vaccines and Growth Drive 2021 Recovery

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

Oksana Miller , Product Manager

A key driver of our 2021 outlook is an expectation of global growth recovery, boosted by the COVID-19 vaccine, which may spur faster normalization in emerging markets economies.

Emerging Markets Equity

January 07, 2021

Barron’s: Chinese Tech Stocks Can Weather Regulatory Scrutiny

by David Semple, Portfolio Manager, Emerging Markets Equity Strategy

In this Barron’s Q&A, Portfolio Manager David Semple discusses his views on Alibaba and the regulatory scrutiny it is facing, as well as investment ideas in China and across emerging markets.

Emerging Markets Equity

December 15, 2020

The Disruption of Fintech Across Emerging Markets

by Angus Shillington, Deputy Portfolio Manager,

David Semple, Portfolio Manager, Emerging Markets Equity Strategy,

Oksana Miller , Product Manager

In this white paper, we take an in-depth look at the growth of digitization across emerging markets and the investment case for fintech as the driver.

Emerging Markets Equity

November 13, 2020

Harnessing Growth: Online Food Delivery Brings It

by Dominic Jacobson, Analyst,

Ola El-Shawarby CFA, Senior Analyst,

David Semple, Portfolio Manager, Emerging Markets Equity Strategy,

Oksana Miller , Product Manager

Online food delivery is one of the top players in the digital acceleration club. Its structural growth trend is persistent across emerging markets.