INSIGHTS

Fund Manager Haiyan Li-Labbé presents her analysis and long-term outlook for China’s economy and stock market.

China is pushing through major reforms and, therefore, offers investment opportunities in healthcare, consumer goods, green energy and technology.

We keep our constructive outlook on China, which is still our biggest country allocation. In our view, China is home to the world’s most effectively managed major economy.

In a post-COVID world, emerging markets may benefit from a more favourable economic context and their leading position in the current digital revolution.

Although very early and difficult to assess and quantify the full impact of Covid-19, find out our views and positioning on emerging markets.

Frontier markets harbour such a wide array of economic and financial conditions that require strong analytical capabilities and strict risk-management processes in order to tap into these opportunities.