Insights

Emerging markets: China’s big bounce

We discuss how after a weak start to 2024, Chinese markets have rebounded as well as other happenings in emerging markets.

Authors

Devan Kaloo

Global Head of Equities

Tom Harvey

Senior Equity Specialist

Duration: 15 mins

Date: Apr 11, 2024

After having started down almost 10% at the very beginning of the year, the Chinese market posted a stronger-than-expected rebound – thanks to government intervention and positive economic data.

On the latest Emerging Market Equity Quarterly Podcast – the show that looks at what happened in the recent quarter and provides our outlook for emerging markets as an asset class – Global Head of Equities Devan Kaloo joins host Tom Harvey to discuss the big bounce back to Chinese markets, along with covering the following in emerging markets:

A brief recap of the first quarter
The continued strength in the tech sector, led by artificial intelligence
2024’s plethora of general elections and their potential impact on the asset class
Insights and outlook for the remainder of 2024

Podcast

Transcript

AA-100424-176557-1

Next Steps

Featured Capabilities

We offer investment expertise across all key asset classes, regions and markets so that our clients can capture investment potential wherever it arises.

Emerging markets

Ready for resurgence

Emerging market equities

Find out more about emerging market equities

Insights1 min Read

India: Four reasons to stay bullish

Indian stocks are hot right now. But is the market overly optimistic? Are current prices sustainable? Here are four reasons why we believe valuations can be justified.

Oct 15, 2024

Insights1 min Read

Identifying Asia’s tech enablers

Highlighting the value of pick-and-shovel investing in Asia’s tech sector, urging investors to focus on smaller, lesser-known tech enablers rather than just large companies.

Oct 10, 2024

Insights35 min Read

How will the election shape emerging markets?

Host Nick Robinson recently sat down with Emerging Markets Economist Michael Langham to discuss the potential impact of the upcoming presidential election on emerging markets.

Sep 25, 2024