Picture of David Semple

David Semple

Portfolio Manager, Emerging Markets Equity Strategy

David joined VanEck in 1998. He serves as Portfolio Manager for VanEck’s Emerging Markets Equity Strategy and oversees the Emerging Markets Equity Team. David 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.

My Insights

August 16, 2021

Emerging Markets Equity

Harnessing Growth: Navigating China’s Regulatory Puzzle

Despite recent headlines, we believe that there are forward-looking, sustainable and structural growth investment opportunities in China. In this blog, we share our views on the country's regulatory framework and highlight several interesting opportunities.

Emerging Markets Equity

Normalization and Change at the Same Time

A landscape of changing regulatory and industry dynamics, concerns around inflation, and the debate about digital and crypto currencies resulted in an interesting but challenging quarter.

Emerging Markets Equity

Harnessing Growth: China at the Forefront of Sustainable Technology

Innovative, disruptive, forward-looking and sustainable investment opportunities are beginning to proliferate, both in China and in the China A-Share market.

Emerging Markets Equity

Harnessing Growth: Brazil’s Transportation Innovators Move Towards Sustainability

Brazil is leading in the ESG space in Latin America, paving the way for sustainable investing in the region, which is of utmost importance, given the region's footprint in the global ecosystem.

Emerging Markets Equity

Structural Growth to Regain Luster, After Style Rotation Calms

The emerging markets outlook for 2021 and beyond continues to be positive as we see considerable potential for strong growth, boosted by Covid-19 vaccine availability, catalyzing a return to “normal” in EM economies.

February 25, 2021

Emerging Markets Equity | 4:36

Emerging Markets Outlook for 2021

January 12, 2021

Emerging Markets Equity

Vaccines and Growth Drive 2021 Recovery

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.

December 15, 2020

Emerging Markets Equity

The Disruption of Fintech Across Emerging Markets

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.

November 13, 2020

Emerging Markets Equity

Harnessing Growth: Online Food Delivery Brings It

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

October 21, 2020

Emerging Markets Equity | 4:36

Emerging Markets: Rebound and Growth Opportunities

October 12, 2020

Emerging Markets Equity

Emerging Markets Rebound as Normalcy Recovers

As emerging markets economies rebound, we believe central banks will maintain their commitments to keep monetary policy accommodative well into 2021.

September 03, 2020

Emerging Markets Equity

Harnessing Growth: Investing in Africa’s Digitization Innovators

When it comes to digitization, many African countries remain underpenetrated compared to other emerging markets. We believe this creates alpha generation opportunity in the region.

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Thought Leaders

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