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.
Emerging Markets: Ready for resurgence
Developing markets present some of the greatest growth potential in a post-pandemic world
The rise of the consumer
As incomes rise and urbanization expands, rates of consumption are rapidly outpacing developed markets, with emerging Asia set to dominate consumption by the 2040s.
Technology and infrastructure demand
Emerging markets dominate global production in tech areas such as semi-conductor manufacturing; while growing cities drive the need for homes, utilities, and transportation.
Buying opportunities
Uncertain Fed policy and the potential for a consumer recovery in China have helped drive flows into emerging markets. Yet many EM companies still trade well below their long-term averages.
Why Aberdeen for Emerging Markets
Active Approach
We are a high conviction active manager focused on long-term results; aiming to identify outstanding emerging market companies that have strong fundamentals.
Experience
We have a large, experienced, and dedicated emerging markets investment team based globally across regions since 1987.
Quality stocks
We target companies with strong balance sheets that are cash generative, with good management teams who effectively manage ESG risk, and a clear and defendable competitive advantage.
To capitalize on the opportunities in emerging markets, you need an expert
At Aberdeen, we offer a range of investment solutions designed to unlock emerging market’s full growth potential. Visit our Capabilities pages to find out more.
Emerging market equities
With an established on-the-ground presence since the late 1980’s, we invest in high quality companies across EM and Asia.
Emerging market debt
We have a long heritage and proven capability investing in emerging country debt markets, with an on-the-ground presence across three continents that helps us to source the best opportunities.