1. Emerging markets

Emerging markets

China’s transition boosts emerging markets

Emerging markets
China’s transition boosts emerging markets

What you need to know about emerging markets

Two major sources of pressure on emerging markets – the generalised dollar uptrend and lower commodity prices – have dissipated, contributing to the return of portfolio investments to these markets.
Emerging markets' economic fundamentals improved over the course of last year with more clarity on Chinese policy, evidence of better growth, and economic rebalancing elsewhere.
As a result, both bond and equity markets in emerging countries performed well last year, and we expect them to continue to outperform in the near future.
China in focus

China’s economic transition is well under way, as highlighted by the increasing share of domestic consumption and services in the overall economy. Few investors continue to fear a hard landing, but the size of the country’s debt is a cause for concern.

We expect the government to continue on the path of reforms and to rein in any risk of a banking crisis. This new economy is creating many investment opportunities as well as some challenges in Chinese fixed income and equity markets.


REPLAY - Web conference on emerging market

With Mathieu Nègre and Laura Hsieh.

Watch the replay
What's next for Emerging Markets?

Read our latest research

Learn more about how China is boosting emerging markets.

Download the .PDF
Contact our experts

Want to know more about emerging market opportunities?

Get in touch with our experts.

Send us an email

Read related press articles

Press articles about Emerging markets

Find here all the key press articles related to our expertise on emerging markets

Access press articles
What's next for Emerging Markets?

Read our latest research

Learn more about our outlook for emerging markets

Download the .PDF
Further reading

Emerging debt

Improving fundamentals and strong technicals.

Watch the video

Our fund range

Discover our funds linked to UBP's emerging market expertise.

Further reading

Emerging equities

The rebound in emerging market equities will continue this year.

Watch the video