Emerging Markets Uncovered
The Untold Stories
Emerging markets are a prime target for active investors
Who cares wins: ESG investing in emerging markets needs an active approach
Emerging markets are at the forefront of a fintech revolution
Emerging market tech companies give Silicon Valley a run for its money
Pioneers in emerging markets investing
Founded in 1937, T. Rowe Price is an independent investment management firm that has been investing in emerging markets since 1980. Today, we are one of the largest active EM asset managers in the world, with more than US$80 billion invested in developing markets for our clients across equity, fixed income and multi-asset investment strategies.
Our Emerging Markets team is backed by one of the industry’s largest and most experienced buy-side research platforms with analysts located across the globe. This reach combined with our emphasis on meeting company management helps us to uncover the most attractive investments worldwide.
Moreover, at T. Rowe Price, we believe in team work and actively encourage collaboration between our fixed income and equity teams to share perspectives. This is especially worthwhile in emerging markets where we can utilise each other’s research, experience, and knowledge when analysing companies. Our fixed income research team often offer what we call “weather forecasts” for each individual EM economy. This is particularly useful in incorporating this top-down view when analysing individual companies.
Are the stars aligned for “value” to make a comeback in Emerging Markets?
Emerging markets equity indices have become increasingly skewed towards a handful of big companies synonymous with growth and technology which led to an extreme divergence between growth and value stocks. This narrow leadership raises concerns for investors, such as: How far can this divergence go? How does it impact the investment universe? And where can opportunities still be found after the strong recovery? In this webinar, Ernest Yeung, Portfolio Manager Emerging Markets Discovery Equity Strategy, will:
- Discuss the approach he is taking in this environment;
- Assess the outlook for emerging markets; explain why he has an overweight to energy stocks for the first time ever and
- Discuss why he believes that the unprecedented stimulus deployed by governments to deal with the COVID19 crisis is likely to result in a reflation trade that should help value stocks.
Please register below to join this 20-minute live update with Ernest Yeung.
Thursday, 29th October at 11:00am CET
Evaluating emerging markets through 2020 and beyond
The events of 2020, including the global coronavirus pandemic, have provided another tough test for emerging markets (EM). As we analyse the prospects for stocks individually and collectively, we are focused on the resilience of businesses, and which companies are poised to move forward in a strong position.
Gonzalo Pángaro, Portfolio Manager, Emerging Markets Equity Strategy, and Malik Asif, Associate Portfolio Manager, answer questions and share their thoughts on where the key risks and opportunities lie for EM investors. This session includes:
- A discussion of the current global EM landscape and outlook
- Our views on the countries and sectors key to EM’s recovery
- Analyst insights from our meetings with company management teams
- The drivers behind the strategy’s performance year-to-date
- How the portfolio is positioned at the midpoint of 2020
Midyear Market Outlook
The coronavirus pandemic will test health care systems, economies, and financial markets for a long period. Join our CIOs as they offer insights on changes in the global economy as the world continues to recover from this crisis. Our panel will share insights on fiscal and monetary policies, the accelerated disruption underway as a result of extraordinary societal and technology changes, and investment risks and opportunities across asset classes. They will also respond to client questions about the current environment.
With Rob Sharps, Mark Vaselkiv and Justin Thomson, hosted by Helen Ford
Wednesday, 10 June 2020 at 16:00 BST/17:00 CET
The Outlook for Asian Equities
While parts of Asia appear to be leading the world out of the coronavirus pandemic, the broader region has not been immune to the market sell-off and the shock to global economies remains very deep.
Anh Lu takes your questions and shares her thoughts on topics such as:
- How the recovery could play out in the second half of the year
- What we’ve learnt from speaking to company management teams across the region
- Which industries and companies could be set to come out of this crisis in a stronger position
- What the pandemic means for Asia’s longer term prospects
With Ahn Lu, Portfolio Manager, Asia ex-Japan Equity Strategy
Hosted by Phillipe Goettmann, Relationship Manager
Navigating the Path Ahead in Asia
In this webinar, Eric Moffett, Portfolio Manager, Asia Opportunities Equity Strategy, discusses the situation in Asia as life returns to normal in some parts of the region and lockdowns ease. Eric shares his outlook for Asia ex-Japan markets, the insights he’s gleaning from local companies, competitors, suppliers and officials, and how he’s positioning for what lies ahead.
Assessing the outlook for Asia
Eric Moffett, Portfolio Manager, Asia Opportunities Equity Strategy, discusses the outlook for Asia with Darius McDermott of FundCalibre. In this wide ranging interview, Eric discusses how he’s been more active in the portfolio than ever before, why the verdict is still out on the Asian consumer, and why he’s more concerned over China’s relationship with Europe than the US.
Three Investment Questions Clients are Asking
We interviewed Yoram Lustig, Head of Multi-Asset Solutions for his thoughts around three key questions that clients are currently asking us in these volatile times. Will we see inflation or deflation as a result of the monumental levels of government stimulus across the world? From previous recessions, value stocks have emerged better than growth, but will that be the case this time? Who will be the winners and losers, and what clues can we deduce from what central banks are buying?