2023 Outlook For Emerging Market Investing

December 7, 2022

11:00 AM (EST)
4:00 PM (GMT)

1 HR
with Q&A





2023 Outlook For Emerging Market Investing

December 7, 2022- 11:00 AM (EST)

Key issues to be addressed:

  • China’s reopening: how and when to expect the easing of COVID-zero, and what does reopening look like?
  • Can any government policy reawaken the Chinese consumer? Can consumption really drive domestic demand?
  • How does the housing recession end? What kind of growth driver will it be in the future?
  • Are Chinese stocks, bonds and the currency investable? Are they buys after all the underperformance?
  • Earnings growth remains concentrated in a few EM ex-China markets. Will it broaden, and will leadership change?
  • Can investors find growth in the EM ex-China equity universe at a reasonable price?
  • Is it time to buy Korean and Taiwanese stocks after this year’s massive underperformance?
  • Why are EMs resilient to Fed rate hikes, and will they remain so?
  • EM currencies outperformed their DM ex-U.S. counterparts. Could this herald upside versus the USD?
  • Will EM local-currency bonds continue outperforming their G7 counterparts? Will there be pockets of attractive upside in absolute terms?

The Zoom call details will be forwarded in a calendar invite upon registration.