With 2.2 billion people in the middle classes in GEM and growing at 10% per year, the demand and consumption potential being generated from within GEM economies is enormous. The demographic and urbanisation trends continue to demand substantial investment. While there will be cyclical headwinds over time, structurally the conditions for growth in GEM remain supportive for many years to come.
DON’T PICK THE CROWD FAVOURITE
If you are looking for valuation opportunities in global emerging markets (GEM), there are other options than just following the crowd.
At Eastspring Investments, we believe outperformance and value come from investing in a manner that is clearly differentiated in the market. Our philosophy, style and robust investment process allow us to discover long-term value that is off the beaten track.