The 2022 Emerging Markets Roundtable: Seizing Alpha Opportunities
Emerging markets are a very diverse set of countries and regions, and provide ample opportunity to generate alpha.
- Emerging markets are coming out of the pandemic much stronger and growth is starting to pick up
- The Russia-Ukraine conflict is going to impact commodity prices and likely have long-term impact on oil and gas
- China has faced volatility in the short term but has enough buffers to remain resilient