INSIGHTS

Investing in emerging markets reflects an ambition that goes well beyond simple financial performance targets.

After nearly two difficult years for Chinese equities due to a regulatory crackdown, geopolitical tensions, and an economic slowdown, 2023 is looking more promising for investors.

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.

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.