For EM investors, China’s renewed confidence in its technological and industrial base — set against the backdrop of a slowly recovering domestic macroeconomic cycle — offers a compelling diversification opportunity, particularly as the narrative of U.S. exceptionalism continues to come under pressure.
Global equity markets have risen strongly year-to-date, extending a rally that has seen the MSCI World Index reach multiple new highs.
Despite recent market strength, we believe compelling opportunities exist in defensive segments with attractive valuations and resilient long-term return potential.
India continues to offer strong long-term potential, with a growing economy and deepening markets, though high valuations remain a key challenge for value investors.
Despite recent market strength, led largely by cyclical stocks, we continue to find compelling opportunities — particularly in defensive segments.
Markets have staged an impressive rebound since April, but the underlying macro picture is far from resolved.
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