Fund manager discusses emerging market opportunities in India, Vietnam, and Georgia

Fund manager discusses emerging market opportunities in India, Vietnam, and Georgia
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week, Chris Kushlis at T Rowe Price, discusses the impact of monetary policy in emerging markets.
Eastspring Investments says investors with exposure to Asian equities should also look globally for diversified emerging markets returns over the longer term.
Despite historical underperformance relative to developed markets, BlackRock believes emerging markets are positioned to provide diverse and real alpha.
Both equities and fixed income in Asia are expected to be more attractive in the second half of the year.
Rising interest rates and a weakening US dollar will benefit emerging market assets, especially in Asia, Manulife said.
With recession looming across major economies, abrdn believes investors should heed calls for caution when making their allocations.
The US asset manager sees the recent sell-off as a good opportunity to generate income by adding back some credit and interest rate exposure in more resilient parts of the yield curve.
Emerging markets (EM) look more promising than developed markets for equities investors, according to Pictet Asset Management (Pictet AM).
Commodities, private markets and emerging markets will drive investor returns over the next five years, according to Pictet Asset Management (Pictet AM).
Part of the Mark Allen Group.