4 Factors Driving Emerging Market Performance

4 Factors Driving Emerging Market Performance - The Balance

Learn here about the four major factors that affect emerging market performance and what they mean for international investors.

The five key drivers for emerging markets - Polar Capital

While factors such as an inadequate domestic infrastructure, political instability and currency risk are often cited as inherent weaknesses, ...

The Ingredients for Emerging Market Performance

No two cycles are alike, but certain factors are typically present in each episode of sustained EM stock outperformance, such as widening growth ...

New Forces Driving the Emerging Markets Evolution

While commodities extraction and dependence on net exports were key factors driving emerging market growth historically, new forces are ...

Emerging Markets - Definiton, How it Works, Examples

1. Market volatility · 2. Growth and investment potential · 3. High rates of economic growth · 4. Income per capita.

Outlook on Emerging Markets | Lazard Asset Management

Our outlook is constructive for emerging markets (EM) equities due to higher economic growth, improving corporate earnings, global monetary ...

Emerging Markets Are Exercising Greater Global Sway

The global economy is increasingly influenced by the Group of Twenty's large emerging markets. Over the past two decades, these economies have ...

Exploring Factor Investing in Emerging Markets - MSCI

This exhibit shows a graph for each of the six EM factors (value, quality. Returns are relative to each regional parent and stated in annualized ...

What's driving performance in Emerging Market Equities?

While the conditions outlined above have been favorable for alpha generation, investors remain tepid in their macroeconomic outlook for Emerging ...

Emerging market currencies: the role of global risk, the US dollar ...

This box presents a methodology for separating out the four main drivers of emerging market exchange rate swings: spillovers from US shocks, global risk ...

Seizing the Opportunity in Emerging Markets - Northern Trust

Attractive Valuations with Strong Earnings Expectations · Share Issuance: An Emerging Market Malady · Factor Investing: Enhancing Opportunity, Mitigating Risks · A ...

Drivers of Emerging Market Bond Flows and Prices

Greater sensitivity of local currency bonds to domestic factors provides diversification for global investors (Miyajima, Mohanty, and Chan 2012). • Deeper ...

Emerging Market Stocks: A Wealth of Opportunities | Dodge & Cox

Emerging market equities offer exposure to fast-growing economies and key drivers of global growth. Many companies in developing markets are ...

Emerging Markets, Global Impact: Driving Sustainable Growth

Almost none of the $2.5 trillion in environmental, social, and governance (ESG) funds is invested in EMs, highlighting vast potential for ...

2024 Outlook - Emerging Markets: Misunderstood and Mispriced

In short, we think several factors are converging to potentially drive EM outperformance after a long period of subpar returns. These factors ...

What's Driving Returns in Emerging Markets? - WisdomTree

Over the medium term, we believe valuations matter. While emerging markets tend to trade at discounted valuations relative to developed markets ...

Emerging Markets: Stepping Into the Spotlight | Morgan Stanley

Themes Driving Emerging Market Growth ... We believe that most investors are under-allocated to EM, considering the potential catalysts that can drive returns for.

Emerging Markets Outlook 2024: Overlooked, Underpriced, and ...

Although consensus GDP growth of 2.4% for 2024e looks strong, it is coming from an extremely low base of 0.5% in 2023e, given disruptions to ...

Emerging markets – finding returns when the US dollar is strong

The challenge for investors is to find the markets that offer attractive investment opportunities, while understanding how they will be affected ...

Common Drivers in Emerging Market Spreads and Commodity Prices

... factor of emerging countries' returns and commodity prices, series that will be used for the econometric analysis in the next section. Figure 9. Association ...