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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.
If you look past short-term headlines and focus on long-term, structural growth opportunities, healthcare in China is poised for innovation and disruption as evidenced by Ping An Good Doctor and BeiGene.
We believe the outlook for emerging markets equities is bright and expect growth to be the main driver of returns in 2020.
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